We are a Registered Investment Advisor. We manage our client's money based on a range from equity, performance fee based accounts to fees for Assets Under Management. Our AUM account fees are very competitive and our performance fee based accounts carry no management fees and are only charged if our clients make money.
The co-founders of our RIA have a combined experience of over 55 years in the investment industry.
We are interested in purchasing RIAs in the South Florida area that derive at least 80% of their revenues from fees.
We are also looking to help transition B/D brokers to the Independent side as well participate with RIAs who wish to establish a continuity or succession plan.