Seeking to completely sell book of business after reaching $500M AUM, which will occur after 2020. Seeking to identify a successor after 2020.
The ideal candidate is a large firm or group with experience servicing ultra high wealth customers both domestically and internationally. The ideal candidate has at least 20 years of experience with a CFP, CFA, and/or CIMA. Familiarity with bonds, equities, mutual funds, and ETFs is preferred. Advisor seeks candidates with an established presence within a 25 mile radius of Miami, Florida.