$115MM AUM | $700,000 GDC in RI

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Seller | Merge | Succession
Location
RI
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
115
Avg Client Age
61
Overview

This is a 100% fee only practice seeking a sale/merger/succession opportunity in 2018. The merging firm or buying firm would also need to be 100% fee only, NO product sales. The succeeding advisor should have at least 5 years in the business. Preferably a CFP, CPA, or a CFA, providing tax services with the ability to offer that in the practice long term to my clients.

The product mix is mostly mutual funds.

The bulk of the client base is in Rhode Island, Massachussets, and Connecticut.

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