Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
San Antonio, TX, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$250,000.00
# of Accounts
1,400
Avg Client Age
60
Overview

I enjoy close relationships with most of my client households and the majority are intergenerational. I am looking to acquire a practice with current support staff in place or merge with a current practice that maintains a scalable system for service after sale. I currently try to spend the majority of time in front of clients, and potential clients, identifying opportunities in a their financial plan that can save taxes, provide leverage, and increase their probability of success while not mitigating unnecessary risk and expenses.

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