Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Loveland, CO, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$24,000,000.00
Gross Revenue
$165,000.00
# of Accounts
218
Avg Client Age
64
Overview

My practice is focused on executing investment strategies & portfolio management to meet life goals, primarily retirement. The practice is fairly turnkey. Long time clients have a high degree of trust. Recently, majority of new money directed to managed money, the largest portion of revenues & assets. I seek collaboration with other advisors to grow scale and leverage skill sets for better client experiences & outcomes. I will consider buying a practice, merging with another practice. Other arrangements may make sense as well.

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