$5MM AUM | $50,000 GDC in Austin, TX
Member is Interested In:
Our CFP/CPA team combines 35 years of experience in investment and financial planning, and we are looking to expand our book of business by acquiring a practice in the $20-50M AUM range, similar to our current client base. We are predominantly fee-based through our RIA (one of the largest comprehensive wealth management firms in Central Texas, as well as a 2017 Austin Best Places to Work award winner, and Small Business Ethics award winner), with a small percentage of business conducted in variable annuities and insurance products.
Thanks to our complementary certifications and experience skill sets, we serve our clients through full-service financial planning and investment management.
We are very interested in working with a Financial Advisor who is ready to sell their book of business to a capable, competent team with integrity, or who is looking to partner for immediate succession planning.