$125MM AUM | $975,000 GDC in Austin, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Austin , TX, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$975,000.00
# of Accounts
1,500
Avg Client Age
60
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.

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