I am a Managing Director with Ameriprise Financial in Austin, TX. Over 85% fee based with 40mm AUM, Most are discretionary fee based accounts. Average age of clients is 63. Long term practice (inception 1959) handed down from father in 2001. 3rd generation portfolio manager and wealth advisor. Portfolio strategy centers around ETF based Core/Satellite models. Single advisor with dedicated full-time registered assistant. Advice driven practice with foundational or advanced financial planning. Seeking opportunties with advisors that want to sell or merge practices through succession.