$5MM AUM | $75,000 GDC in Miami, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Location
Miami, FL, US
Listing Type
Merge | Continuity | Buyer
Fee 0% Commission 100%
Gross Revenue
$75,000.00
# of Accounts
60
Avg Client Age
50
Overview

Recently Merged with a larger and growing RIA with office throughout Florida and with over 1B in AUM. We as a group are looking to become a successor, or help phase out advisors who ultimately would like to retire or even stay on board part time/full time with a great team assisting them and their clients in a manner that is culturally and professionally in line with what they are accustomed to.

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