$50MM AUM | $550,000 GDC in Colorado Springs, CO

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Colorado Springs, CO, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
220
Avg Client Age
65
Overview

I'm looking to find 1 or 2 other advisers to share office space and expenses. Each adviser will have their own book and profit/loss center and split expenses equally.
I'm also interested in purchasing a book if someone is getting ready to retire or change careers. Someone could move into my office and then phase out over a few years.

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