Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Farmington, UT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are looking to purchase or merge with existing advisors preparing to exit the profession or adding Investment Advisor Representatives that want more freedom and flexibility. We have a proven financial planning process and offer top industry payouts. Our firm has successfully completed one purchase with 98% client retention. We are interested in discussing buy outs or merging with advisors that are fee based financial planners. Our firm has office presence in Davis County, South Jordan and Logan. Our team has three investment Advisors and a CPA that does excellent tax planning and filing work.

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