Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
1,104 days old
General
Location
Saratoga Springs, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$440,000.00
# of Accounts
150
Avg Client Age
50
Overview

I'm primarily looking to purchase a practice that consists of primarily fee based accounts. I would also consider merging/ succession plan less than 3 years.

I custom manage my own portfolios which follows a conservative rising divided approach. I'm typically charging a flat 1% or less all in to the client. I am also keen on financial planning. I'm looking to expand my practice here in upstate NY.

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