Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Mentor, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$164,000,000.00
Gross Revenue
$1,850,000.00
# of Accounts
665
Avg Client Age
65
Overview

Growing referral based RIA only practice that embraces the fiduciary model providing financial planning and investment advise from an independent platform at TD Ameritrade. Seeking additional like minded advisors who want to build their practice under our umbrella or more senior advisors who are looking to develop an exit strategy and create a smooth transition for their clients. I am also interested in finding an advisor who could work their way into my practice and take over in 5-7 years through a buyout.

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