Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Garden City, NY, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$750,000.00
# of Accounts
750
Avg Client Age
55
Overview

21 year financial planning practice focusing on pre-retirees, retirees & Small Business Owners.

The ideal candidate would be someone that is looking to transition out of the business (Retire) in the next 5 years. We can merge the practices and I can buy you out. Alternatively, if you are established for at least 5 years and have a growing book, I would love to combine the practices and the junior advisor buy me out in approximately 7-10 years.

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