Join our mission to reinvent wealth management.
Our mission hasn’t changed. Our platform has.
Join a team of innovators that are here to change the industry as we know it.
While most of the industry was focused on wealth management, we rewrote the playbook.
We automated everything that could be automated, and priced accordingly.
Our clients typically pay a fixed fee or AUM fee for what is most important: advice.
The wealthiest clients demand a different experience. We deliver deeper, better advice that typically yields immediate and tangible results.
A revolutionary fee model. Disruptive technology. Cutting edge advice.
Complete transparency—we dare the industry to follow.
Growth capital to pursue our mission and power our ongoing trust and estate services, business services and tech.
Our deep bench of experts just got deeper.
Hundreds of advisors to test, refine and roll out new solutions.
”For over two decades, Michael and I have involved Steve and AdvicePeriod in almost every major decision of our family office. Of course they provide investment oversight like many in their industry, but more importantly they are involved in our estate planning, tax decisions, and offer a comprehensive approach that few financial advisories match. Their perspective is unique when it comes to the things that really matter – like maximizing what a family keeps.Curtis Polk*Michael Jordan’s Partner and Business Manager
*Current client of AdvicePeriod
© 2021 AdvicePeriod. All rights reserved.
AdvicePeriod, LLC (“AdvicePeriod”) is an SEC Registered Investment Adviser. AdvicePeriod and its representatives are in compliance with the current registration requirements imposed upon registered investment advisers by the SEC and those states in which AdvicePeriod maintains clients. AdvicePeriod may only transact business in those states in which it is notice filed, or qualifies for an exemption or exclusion from notice filing requirements. AdvicePeriod does not provide tax or legal advice. You should contact your tax advisor and/or attorney before making any decisions with tax or legal implications. Furthermore, the information resulting from the use of tools or other information related to AdvicePeriod should not be construed, in any manner whatsoever, as the receipt of, or a substitute for, personalized individual advice from AdvicePeriod. For additional information about AdvicePeriod, including registration status, fees, and services, contact us for a copy of our disclosure brochure or you may find it directly through the SEC’s website: