Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Fort Lauderdale, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$150,000.00
# of Accounts
150
Avg Client Age
50
Overview

I am a financial advisor looking for a possible merger or financed acquisition of a practice in the South Florida area, preferably in Broward County. I am slowly transitioning my book of business to 100% fee-based managed accounts. Currently, my book is about 30-35% fee based, with the rest being commissions. I want to consolidate my current book a bit more and keep about 30% of my clients, which may drop my AUM in the short term, but will allow me to free up time to acquire more qualified clients. My goal is to reach 100-120 total clients, with about $75-$100MM in AUM. Full disclosure, I am currently part of a tram of advisors, and do not plan on moving from my firm, or do not plan on moving to another B/D. I am extremely happy where I am, and I believe my current firm and B/D provide the best solutions and the best team for my practice. Thank you, and God bless!

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