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Johnston Tate Wealth Advisory Group

Franchise

Johnston Tate Wealth Advisory Group is a company that provides its clients with financial assistance, specifically in managing their investments, as well as planning and saving for retirement. Those who invest their money with Johnston Tate Wealth Advisory Group have the expertise of several portfolio managers and traders to help their assets to grow.

Facts & Figures

Liquid capital required
$25,000
Net worth required
$100,000
Investment
$53,350 - $107,285
Franchise fee
$45,000

Overview

Franchisees have the benefit of being able to run their business out of their own homes. Moreover, Johnston Tate Wealth Advisory Group franchises can be just a one man job, meaning no staff to pay for and look after. Franchisees attend one week of training at the company headquarters and then receive continuous support in the form of meetings, newsletters, and field evaluations. Absentee ownership is permitted for franchisees who would prefer that someone else run the business.

Johnston Tate Wealth Advisory Group Franchise Opportunities - History

Johnston Tate Wealth Advisory Group began operations in 2008, then opened up to franchising opportunities the following year.

Johnston Tate Wealth Advisory Group Franchise Cost / Initial Investment /

Johnston Tate Wealth Advisory Group Franchise Income

Johnston Tate Wealth Advisory Group has a franchise fee of $45,000 for a 10-year renewable agreement, although the total initial investment tends to range from $53,350 to $107,285. An ongoing royalty fee on income does apply, but that percentage varies. Franchisees should have liquid assets of at least $25,000 and a net worth four times that amount.

Johnston Tate Wealth Advisory Group Business Opportunities: Other

Information

Johnston Tate Wealth Advisory Group is a great business opportunity for existing CPAs and brokers with a working understanding of the financial industry who want to build a more expansive network and profit from teaming with a trusted brand. Additionally, Johnston Tate Wealth Advisory Group will work with franchisees without an investment background. Through the training program, the company will teach hardworking individuals how to manage accounts and establish a successful franchise.

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