BAM Alliance Firm based in downtown Chicago. Fee only. Evidence based investing. Interested in growing through small, targeted acquisitions of practices that are a good fit in terms of both client size/type and service/fee model. We custody at Schwab, TD Ameritrade and Fidelity and prefer acquisitions of practices that use one or more of those. $750K minimum client size. Not entirely inflexible about that, but prefer a book where most clients will satisfy that minimum.
Only interested in practices that are fee only or fee based but predominately based on AUM fees.