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Financial Advisor   

$5MM AUM | $50,000 GDC in Austin, TX

Member Level
Premier
Last Activity
2 weeks

Business Mix:

3% Comm
97% Fee

General

Location
Austin, TX, US
12 Month Gross Revenue
$50,000
Number of Accounts
30
Avg Client Age
55

Overview

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.

 
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