Overview

I am interested in buying an advisor's book of business. Someone looking to retire and doesn't have a succession plan. I have my own RIA and want to add AUM to it. I would expect to develop a mutually agreed upon transition plan. I would be interested in buying smaller books as long as the average household AUM is above $700,000.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Member Since
June 20, 2017

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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