$12MM AUM | $100,000 GDC in Missoula, MT

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Compatibility
Location
Missoula, MT, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
200
Avg Client Age
59
Overview

50 % fee based business with financial advisory accounts, third party money managers, and financial and legacy planning. 50 % commission with mutual funds, c shares with 1 % trailers, some variable annuities, individual equities and 5 % alternatives publically traded REIT's.

The bulk of the client base is in Montana. The rest of the client base is located in 5 different states.

The ideal advisor to purchase the practice would to have a Series 65 or series 66.

The purchase terms have to be 30 % down and the balance can be paid over three years.

The time frame for succession is 5 years.

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