Overview

Fee-based practice with a risk-budget approach to investing. Client base predominantly close to retirement or retired. Average age of client 62. Looking for an advisor seeking to join an established practice with an RIA who provides operational and structural support, excellent compliance coverage, as well as superior cyber security and technological support. Practice very turn-key. Strong client relationships with careful notes about each. Clients are accustomed to plan-based holistic approach.

Market
Advisor/RIA
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Insurance Business

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Technology Solutions

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CRM Systems

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