Overview

Boutique financial advisory practice with strong asset/fee/trail stability looking to partner in succession with retiring advisors who have well maintained, residual based practice to sell. Also very in need of a younger, well educated and experienced advisor looking for a long term succession opportunity. Practice to buy should be @ $15-$50 million in fee/trails assets. Advisor to hire should have a series 7, 66, and his or her own client base. A CFP would be a plus. Both need to be in the Austin Texas or Pittsburgh, PA area.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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