Overview

Looking for opportunities in the Rochester area to acquire books of business that are primarily advisory relationships charging an asset management fee for advice and discretionary asset management. Our firm does full planning for clients with investment and risk management while referring out to legal counsel and CPA's. Would be open to a direct takeover but would prefer there is a transition period so that it is a smooth relationship transition for the client base.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months

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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