$52MM AUM | $350,000 GDC in
North Bay Village, FL
I am a state of Florida Refistered Investment Advisor with no BD affiliation. I'm looking for opportunities to grow my practice through acquisition of practices of older advisors looking for succession, teaming with like minded advisors looking to create a Team approach where 1 + 1 = 3 and also junior advisors with proven business development skills looking to become Wealth Managers.
I've developed my own financial planning process with high level advice and recommendations. Have fully integrated technology offerings into practice ready for other advisor to plug into. Was a practicing Attorney Board Certified in Elder Law for 12 years prior to starting firm. Do provide legal Estate Planning work for clients that need/desire that work. Wealth Management advice is the largest value of my practice due to my multi-disciplinary background and experience. Looking for advisors with advanced degree or certification who practice Wealth Management and understand and execute fee based planning.
I am NOT interested to sell my practice nor be acquired.