$7MM AUM | $180,000 GDC in Camas, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Camas, WA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$180,000.00
# of Accounts
120
Avg Client Age
72
Overview

Looking to buy through Succession plan in the Spokane, WA Area.
My business is a shadow of its former self, I have been ill for some time up to about 1.5 years ago. You can guess what happened.
7MM AUM. was 100% Fee one year ago, is now 90% commission.
Practice max was 39 Million and 80% fee, before I had medical problems. Must have or get; Office, excellent assistant(s), at least 30MM AUM, open minded, want a partner or to retire in a predictable time period. I bring 21 years of successful experience, MBA, CFP®, ChFC®, Approach-ability, Like able, Reliable and most of all strong work ethic.

PS... I have some cash

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