$60MM AUM | $450,000 GDC in Loveland, OH

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Loveland, OH, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
240
Avg Client Age
55
Overview

Established RIA firm looking to expand through acquisition or by providing a succession plan for other advisors.

I spent 24 years working in a multi-advisor practice. During that time, I held several positions including operations manager, investment committee chair and managing member. In 2014, I left to establish a solo financial planing and investment advisory firm.

My success in working different roles within a larger firm as well as my recent success in transferring a client base to a startup firm make me well suited to act as a successor or continuity partner for other smaller firms.

Infinity Wealth Counsel is a fee-only Registered Investment Advisor. Our investment strategy focuses on capturing market returns while managing risk through diversification and re-balancing. Portfolios are primarily made up of DFA, Vanguard and iShare holdings as well as individual high quality bonds and dividend paying equities for income oriented clients.

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