Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Hillsboro, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$265,000.00
# of Accounts
330
Avg Client Age
54
Overview

I've been in the business for 7 years and I'm looking to expand through acquisition. I'm 33 years old and a CFP participant and in general a strong proponent of continued education. I've greatly transitioned my book from commission to fee based over the past 2-3 years and majority of new business is fee based. I have a client base that is spread across the entire west coast and am actively looking up and down those areas, but I call Portland, OR home even though my entire family is located in Central California. I'm looking for an advisor who is wanting to retire, but is willing to work with me throughout the transition period for greatest retention of their clients. I'm also looking for a partner who has the highest of ethical standards. If you fit that criteria, I think we will be a good match and should work together. I welcome any, and all reasonable questions and am looking forward to the process with whomever makes the best fit, for both buyer and seller.

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