Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Olympia, WA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$32,885,000.00
Gross Revenue
$302,000.00
# of Accounts
108
Avg Client Age
59
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.

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