Overview

My business model is a fee based practice on AUM that is providing clients comprehensive wealth management. Wanting to find practices that are focused on fee based AUM or reoccuring revenue models that are looking to transition out of the business and sell their book.

Market
Advisor/RIA
Member Level
Basic
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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