Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Blue Bell, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$600,000.00
# of Accounts
120
Avg Client Age
52
Overview

Experienced with firm purchases/succession/continuity. We are actively seeking a succession and/or purchase opportunity. Our firm has the scale and systems to take on an influx of clients, but we aren't so big that your valued clients get lost in the shuffle. Our practice is rooted in comprehensive financial planning and we maintain a high-touch client service system. We are headquartered in Blue Bell, PA. The partners live in southern NJ and the Pottstown, PA areas, respectively, and can expand in the region. The majority of our revenue is fee-based with the inclusion of annuities and other insurance products where appropriate.

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