$40MM AUM | $420,000 GDC in Richmond, VA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Seller | Find Successor
Location
Richmond, VA, US
Fee 0% Commission 100%
Gross Revenue
$420,000.00
# of Accounts
200
Avg Client Age
60
Overview

Primarily fee-based model using third party money managers. Heavy emphasis on planning and holistic client relationships. Focus is on retirement planning and transition. Looking to engage in dialogue concerning possible relationships for sale/succession planning. Preferred firm will have multiple advisors/CFPs (i.e., not a small/solo practice) and has or willing to establish presence or take over office in Richmond, VA area. Prefer to engage with hybrid or independent RIAs and that have BD capacity (for non-advisory assets held by clients) and be with a large BD (no interest in "fringe" BDs). Investment management approach should be based on rigorous, documented, conflict-free analysis., No interest in insurance/annuity/alternative centric practices. If you would like to engage in any dialogue, please provide specific information on your firm including your website.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...