Johnston Tate Wealth Advisory Franchise

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Johnston Tate Wealth Advisory


Johnston Tate Wealth Advisory Group


If you have a passion for investments, the financial markets and sincerely care about helping others to fulfill their ambitions and achieve their most important financial dreams, then owning a Johnston Tate Wealth Advisory Group (JTWAG) franchise may be right for you.

The environment today is widespread with opportunity for Wealth Advisors who wish to serve affluent clients better. Not only is the affluent market large and growing larger, it's clear that a large majority of wealthy individuals are being underserved if not abused in their current financial advisory relationship. An estimated $30 trillion is changing hands over the next 20 years. Within the next 5 years alone there's an expected $5 trillion (yes – trillion) more in investable assets coming to market, resulting in $35 billion of new revenue opportunities for financial advisors – there has never been a better time. Your opportunity is truly unlimited.

JTWAG is a premier investment management and retirement planning firm. We franchised our brand, research, technology and investment training program, so successful professionals with exceptional relationships and no prior investment experience can proficiently manage their own Wealth Advisory franchise. If you are a successful professional (CPA, insurance professional, broker, realtor, sales, etc.) with exceptional relationships, you have achieved proven success in your career, cultivated relationships along the way and now have an established network. That ability to cultivate relationships transcends industries.

JTWAG offers a unique approach to the Wealth Advisory business. In addition to a team of in-house professionals with wealth management and tax expertise, you will have the support of a team of portfolio managers, back office staff, traders and compliance officers. The JTWAG team is dedicated to supporting you with a comprehensive training curriculum, continual mentoring, an array of financial tools and technology. Franchising through JTWAG will enable you to grow a lucrative practice of wealth management clientele. Ensuring your Wealth Advisory practice is successful is our primary focus.

  • Franchise Fee – $45,000
  • Total Investment – $53,350
  • Minimum Net Worth – $100,000
  • Royalties – varies
  • Advertising Fee – None
  • Average Number of Employees – 1
  • Work from home, a small office or your current business location
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