Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Anchorage, AK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

I am interested in purchasing a book of business from a retiring advisor. I am also interested in merging with another advisor to gain scale and efficiencies. Our practice is also open to partnering with advisors who may not want to retire right now but are interested in phasing out over time or working fewer hours.

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