$60MM AUM | $430,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Indianapolis, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$430,000.00
# of Accounts
125
Avg Client Age
55
Overview

I am interested in the following:
1) Purchasing a practice that is similar in size to mine.
2) I have very nice office space that has that ability to house more financial advisors who still want to operate independently, but be in larger office space with other advisors.

I am a CFP and currently run a practice that is focused on retirement/estate planning for clients. My process is that I first meet with clients and establish a financial plan, subsequently when managing client assets we try to take the appropriate amount of risk to accomplish the plan. I have discretion on client accounts and hedge portfolios when appropriate.

My practice has a lower number of clients with a higher net worth. My ideal practice would be to obtain a practice similar to mine that transition well but is not so large that it distracts from current clients. Additonally, I do have the ability to purchase a much larger practice because I am the OSJ of the office and there are two other advisors in my office that would allow us to work as a team.

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