$32MM AUM | $257,000 GDC in Olympia, WA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Olympia, WA, US
Fee 0% Commission 100%
$257,000
Gross Revenue
107
# of Accounts
59
Avg Client Age
Overview

I'm interested in buying firms or possibly merging with like-minded advisors. We are 100% fee-only, but would consider getting a b/d for the right deal as we do have commissioned accounts we currently don't receive payments on. We specialize in working with individuals, families, trusts, foundations, ERISA plans, and endowments. In addition to developing and managing our own model portfolios, we also have specialty portfolios focused on sustainability and low-cost options.

To reach the next generation of investors, or those seeking a low-touch relationship, we have developed our own branded robo-advisor, keeping the fiduciary standard first and foremost in managing these assets.

Extended Profile Information

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