$35MM AUM | $200,000 GDC in Plano, TX

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Plano, TX, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
375
Avg Client Age
50
Overview

My wife recently joined my RIA firm, Domestique Capital LLC, and we have extra capacity. We are looking to buy or merge with an advisor that wants to transition out of the business in the next few years. We manage accounts with low cost ETFs at TD Ameritrade and do some life, disability, and LTC business. Our main focus is comprehensive financial planning. You can read more about our firm at ___

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