RIA firm with a 100% fee-based model looking to buy a book. Have an efficient business model. Portfolio Management done in house, nothing outsourced. Offer planning on a need-to basis. Would need to be able to transition your clients to our custodian and portfolio management. We have transition teams available to help with the custodian change. Looking to acquire a firm or advisor that is looking to sell or retire soon. Also interested in planners that have control or influence over their clients' investment choices. Location is not a barrier. We are structured to support a virtual model as we are completely on the cloud.