$1MM AUM in Snoqualmie, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Snoqualmie, WA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$1,000,000.00
Overview

I am a CFA with 20+ years of proven portfolio management, client service, and business development skills. I am interested in partnering with an RIA / FA that provides comprehensive financial planning. The ideal partner would be one whereby I enhance the investment, client service, and business development side of the business while my partner drives the financial planning side of the business. We would work in unison on client service / retention and business development. There would be some form of succession planning whereby I acquire / earn equity over a period determined by the ___ is your practice...I want you to stay involved as long as you want.

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