$150MM AUM | $1.2MM GDC in Poughkeepsie, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Poughkeepsie, NY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
600
Avg Client Age
62
Overview

My team and I have only recently discovered this website service. As 28 year industry veterans, we have always focused on growth of assets under management. Current practice has been built organically, and we see two opportunities ahead in the next 15-20 years remaining in our working career:
1) A retiring advisor to work with a seasoned, experienced, fee based team as they transition from the business. Most importantly, with the knowledge their clients will continue to be taken care of and are in dedicated, competent hands.
2.) Our ability to take on a large asset base and meld the accounts over time into the process created over the years for our own clients in regard to service, investment management, risk analysis, financial planning.

We currently have a very low client to asset ratio and have the breadth to expand our current practice.

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