Overview

Client focused advisory firm looking to acquire practices that concentrate on fee based asset management (We currently have 110MM under management with 56MM in retail business for a total of 166MM). Roughly 60-65% of our business is fee based with the other 35-40% being tied to fixed annuities, life insurance, and LTC. We believe in comprehensive planning where all clients have fully written financial plans that are updated annually. We also use a network of CPA's and Attorney's for document prep and tax analysis to deliver the value that clients deserve.

Market
Advisor/RIA
Last Activity
this week

Business Data

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Clearing Firm / Custodian

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