Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Boulder, CO, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$600,000.00
# of Accounts
100
Avg Client Age
65
Overview

30-year veteran of business (___) who is patiently looking for expansion options that make sense to add new clients to an already very strong relationship-based practice, as well as add team energy and enthusiasm to take business to the next level. A book of compatible business, and/or a motivated individual with financial planning skills and a passion for those services, would be a great addition to an already proven asset management and operations two-person team (advisor and longtime operations partner). Open to many arrangements, however my passion for the business continues and it is important to know that I have no immediate plans to retire.

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