$32MM AUM | $321,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$321,000.00
# of Accounts
110
Avg Client Age
60
Overview

The practice focuses on financial planning (eMoney) and asset management with an emphasis on risk management (Riskalyze). The practice has a fee-based focus but utilizes commissions when appropriate. We use Dimensional Funds for a core part of our investment models but are not "purists".

I personally am 44 years old and will hit 20 years in the business as a financial advisor this year. I am married for 12 years and have 3 children. We are active members of Cottonwood Creek Baptist Church, I love to hunt, fish, play golf and am active both civicly and charitably.

I have acquired another book in the past with success and am familiar with the many details that lead to a successful buyout.

We are looking for a buyout opportunity in the DFW area that is primarily fee-based.

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