$150MM AUM | $760,000 Rev in
I am a multi-state estate and retirement planning attorney that owns and operates a very successful life insurance agency and fee-based RIA with offices in Western Pennsylvania and Central Florida. I have extensive financing available for my acquisition plans and am actively looking to purchase books of wealth management business. I have the unique ability to purchase fee-based business and arrange for the continuation of brokerage trails for selling reps while the brokerage business is gradually migrated to fee-based business in successive years.
My RIA has relationships with AssetMark, TDA, Envestnet and a number of highly qualified national RIAs that act as sub-advisors. I am confident that I have a unique solution for the acquisition of mixed books of business.
I am also happy to consider hybrid relationships where an advisor can initially "take some money off the table" and gradually retire over time. I think you will find my team to be creative in any number of approaches to exiting your wealth management practice.