Overview

Currently structured as an independent, hybrid advisor [linked to a broker-dealer], this firm has access to all financial products. With the ever-changing financial environment, this firm will become a fee-only advisor in the near future. To supplement brokerage clients, this firm will maintain platform providers to advise to hybrid clients via a financial planning and consulting fee agreement.

With a combined 35+ years of industry experience, this firm’s two principal partner/advisors are well equipped to managed a variety of new and unique client opportunities. This firm currently manages 60+ households ($24,000,000 AUM) on the firm’s fee-based platform and services 100+ households ($35,000,000 AUS) in brokerage-based assets.

This firm is seeking new assets through practice purchases and is contacting only those sellers that fit specific succession criterion such as client mix, product mix, fee structure and exit strategy.

This firm is flexible in its role as the buyer [allowing the seller to be flexible as well], and (this firm) will make a commitment to champion the transition from start to finish. Do you [the seller] want to stay involved, great! Or not, so be it. Do you want an local office location to be retained for your clients or staff, great! Do you want to sell your practice for more than you ever thought possible, let’s do it!

This firm’s mission in buying your practice is to help you develop the WHY, HOW and WHAT that is most beneficial to your clients, your staff, your bottom-line and your legacy.

Contact us today to guarantee a profitable “Succession Link!”

Last Activity
6 months or more

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