$216MM AUM | $2.1MM GDC in Houston, TX

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$2,100,000.00
# of Accounts
465
Avg Client Age
50
Overview

I am a Private Wealth Advisor, Certified Financial Planner practitioner, looking to merge a practice into our team.

My partner and I have helped transition 8 practices over the past 12 years and we are very selective when taking on a new project.

Client relationships, positioning of current advisor and custom payout structures are all things they we have expertise in dealing with during a change. We also value any existing staff that may have been with you for awhile as instrumental in making a smooth transition for clients.

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