Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Baton Rouge, LA, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$83,000,000.00
Gross Revenue
$630,000.00
# of Accounts
300
Avg Client Age
55
Overview

Present RIA business with high minimums, mostly DFA funds used with bond portfolios, hold strategic alliance relationship with a CPA firm...looking for continuity and transition opportunities

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