Overview

My business is 90% fee-based and 10% commission with a focus on AUM and insurance products. I am seeking smaller practices that I can purchase ($10Million to $25Million in AUM) outright. I would like the selling advisor to assist in the transition for a period of 12 to 24 months.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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