$1.5B AUM | $15MM GDC in Oakbrook Terrace, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Oakbrook Terrace, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
2,500
Avg Client Age
50
Overview

Hi this is Jeff Kocis, ___-___-____, ___ My firm is interested in engaging in a conversation regarding merging your practice with ours. We are an established Chicago based Wealth Management firm looking to expand our presence by acquiring other practices. We have 6 Chicago land area offices, in addition to our offices in Michigan, Iowa, Massachusetts, and Missouri. We manage in excess of $1.5 billion in discretionary assets. We are regularly featured on CNBC, Fox Business, and Reuters. We also have been published on multiple occasions by the Wall Street Journal, Forbes, Crain's Chicago Business, Market Watch, Bloomberg, The Street, Financial Planning Magazine, Wealth ___ and Advisor Hub. I'm looking forward to speaking with you.

IHT Wealth Management is a rapidly growing practice and is also an Independent Hybrid RIA. IHT is growing both through taking on new Advisors who want to grow their businesses, and through the integration or purchase of large and small advising practices.

For growing Advisors: IHT can offer many advantages.
1.)Growth: IHT offers a more flexible independent RIA platform and financial support for Advisors who are looking to grow their books and acquire other books. IHT aims to help its Advisors grow their books both through organic means and through the strategic acquisition of other practices.
2.)Payouts: IHT generally provides Advisors with better payouts on their assets than the traditional Wirehouses and provides them additional flexibility
3.) Support: IHT works with Advisors to provide the back-office support and compliance oversight they need to run their offices efficiently and focus their time where it needs to be focused; on their business and on their clients!

For Advisors Looking for Succession Plans: IHT is actively seeking to purchase books and grow the practice.
1. Capacity: IHT is large and growing; capacity is such that IHT can absorb large practices with several hundred million in assets under management.
2. Pricing: IHT generally offers better valuations for your book of business than traditional wirehouses. Talk to us to find out what we can offer.
3. Flexibility: IHT can work out a transition and retirement plan for you that works with your schedule regardless of whether you want to retire in the near term or somewhere down the line.
4. Experience: IHT has experience purchasing books, transitioning clients and advisors, and financing the acquisitions.
Contact us to find out what IHT can do for you and your clients!

Jeffrey A. Kocis, CFP®
Senior Vice President
Managing Director
1 Tower Lane, Suite 1800
Oakbrook Terrace, IL 60181
___-___-____ Office
___

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