Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Fort Collins, CO, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$135,000.00
# of Accounts
260
Avg Client Age
45
Overview

We are younger advisors with growing practices, which focus very intently on the financial planning process. With a high percentage of revenue coming from fee-based accounts, we feel very comfortable with the new DOL ruling and the effects it will have on my practice.
Our goal is to purchase, provide transition or possibly merge practices with an advisor either retiring or leaving the industry. We look forward to speaking with you!

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