$10MM AUM | $120,000 GDC in Garden City, ID

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Merge | Succession | Continuity
Location
Garden City, ID, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
100
Avg Client Age
60
Overview

I am a fee-only advisor affiliated with an RIA based in Portland, Oregon. I would like to find a eventual successor who is willing to merge in to my business with the intent to take over my business in 3-5 years. This person would be willing to merge their current business in to a relationship with my current RIA.

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