Reciprocity for All
The first framework of its kind in wealth management.
True Reciprocity
If the firm is ever sold, 20% of net cash proceeds is reserved, exclusively for clients.
Participation Right¹
A codified, contractual entitlement awarded to each client.
No Strings Attached
No additional investment. Not contingent on referrals or promotion.
¹ A client qualifies as an Eligible Participant if, through the closing of the Qualifying Event, the client: (i) has been with the firm for at least three (3) monthly billing periods; (ii) maintains more than $25,000 in assets under management with the firm; and (iii) has no outstanding and unpaid invoices.
20%
of the net cash proceeds from a sale of the firm
Reserved for clients
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More about Reciprocity for All
When It Applies
Only upon the closing of a Qualifying Event, meaning: a sale of all or materially all of the assets or equity of Reciprocal Wealth, LLC.
Each Client's Allocation
Determined by a formula, which factors in both assets under management and duration of tenure with the firm.
What It Costs
Nothing. Advisory fees are identical with or without this provision.
What Clients Must Do
Nothing. No referral. No promotion. No additional commitment.
If a Client Leaves the Firm
The client's participation right ends when the advisory agreement ends. There is no penalty for leaving — and no lock-up or claw-back.
Timeline & Guarantee
None. A sale may or may not ever occur. The right has no market value. It cannot be sold or transferred. It is not an investment.
More ways we’re different
Invested Together
Our founders are clients number one and two. Their assets are managed by the firm with the same duty, thought, and care as your own and they pay fees like everyone else.
Modern Technology
We've adopted a modern client platform — a one-stop shop for your financial information that reduces errors and saves your time.
Fair & Transparent Fees
We keep our fee structure transparent and simple: you pay one fee to cover all services.