$8.3MM AUM | $72,000 GDC in Baltimore, MD

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Baltimore, MD, US
Fee 0% Commission 100%
$72,000
Gross Revenue
98
# of Accounts
50
Avg Client Age
Overview

I am a single person advisory practice. I recognize that I do not have all of the answers but one of my strengths is that I know where to go to get the answers that I need. My practice focuses on financial planning and investment management.

From an investment management standpoint, while I craft each investment portfolio to fit the client, I tend to lean towards being a value investor. I am in the process of morphing a bit into a value-oriented quantitative investor, using rules-based investing. I will complement this strategy with selective investments in the M&A world and through the use of options strategies to hedge risk and add income.

As a sole proprietor (single member LLC is the format of the business), my first goal would be to find a succession plan. I would ideally like someone that I can have a buy/sell agreement in place with in the event something happens to me, so my clients can have some continuity. My secondary goal would be to find someone to merge offices with who can bring complementary skills so we can both grow.

Extended Profile Information

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