“He explained that becoming a minority or passive owner in an asset management firm, a GP, has three distinct benefits… management fee typically around 2% per year… firm typically gets 20% of the profits.”

“We take a stake in a company, we're much more likely to get a thank you note from a management team, literally, versus the old days. We might get a letter from a law firm or something.”

“Within two years, we were bringing in as many assets under management a month as either of those firms had ever done in a year… we really just went out and told a more clear, concise, powerful story”

“We were a fee-based financial planning firm… a comprehensive insurance planning firm… we decided to merge because we wanted to create a more comprehensive holistic solution under one roof”

“I get a 20% carry on what I raised and I don’t take the 2% management fee, which saves over a million dollars a year.”