$45MM AUM | $500,000 GDC in Fort Myers, FL

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Fort Myers, FL, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
58
Overview

I run a holistic planning RIA in Fort Myers and am interested in acquisition opportunities with other RIA’s and advisors.
I am also interested in recruiting advisors. My RIA provides advisors:
- Open book platform w/100% payout less prorated operating expenses
- Guaranteed succession plan
- Completely designed and furnished office space
- 200+ money in motion leads a year
- HR division to employ your team members
- Fully managed social media and marketing system

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...