Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Longmont, CO, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$92,000.00
# of Accounts
150
Avg Client Age
60
Overview

I primary conduct fee based business. I run my practice myself. My practice is at a point where I would consider purchasing a smaller book, merging my book or joining a firm with the intent of purchasing the book. I also need to begin considering creating a succession plan, however, I don't plan to exiting the business for about 15 years.

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