Riverplace Capital, Based In Jacksonville, FL, Client Referral Program
At Riverplace Capital, based in Jacksonville, FL, we proudly welcome new clients throughout the year. Many of our clients have been with us for decades, and through their personal referrals, introduce family and friends.
If you are a client and satisfied with our work, we consider your continued trust in us the greatest compliment. Additionally, we welcome your referrals and introductions to those you care about so we can guide them toward their financial goals for the future.
Because money management is such a private and personal matter, we take your recommendations for other clients seriously. We treat prospective clients with the same exceptional care, confidentiality, personalized service, and professionalism that existing clients have come to appreciate.
If you would like to provide referrals on an ongoing basis, we can formalize a referral relationship with you. In this arrangement, we provide financial remuneration in the amount of 25% fees charged for referrals as outlined by the Investment Advisers Act of1940. There are, of course, some stipulations and a couple of documents to fill out. Let’s talk about this opportunity!
If you are interested in learning more about our Client Referral Program, call us!