Meg Green & Associates, a South Florida RIA with $650 million in client assets, is switching its custody platform to Birmingham-based Sterne, Agee & Leach. The country's largest privately owned investment bank worked with the Florida firm to create a new platform to support independent advisors, and is offering it to other RIAs.
Meg Green & Associates, which has a multi-generational client base of more than 300 wealthy families and small business owners, made the move after seeking a better mousetrap: a robust hybrid platform that would support both their fee-based and commission business, plus all the extras needed to serve high net worth clients.
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