$82MM AUM | $600,000 GDC in Durango, CO

Market
Advisor/RIA
Member Level
Lite
Last Activity
6 months or more
General
Compatibility
Location
Durango, CO, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
127
Avg Client Age
58
Overview

Succession plan in place and is currently interested in backup offers. Seeking to completely sell book of business and retire in the next 4-5 years.

The ideal candidate operates on a fee only basis with no commissions or referral fees. The ideal candidate is a member of NAPFA and a CPA or CFP with at least 15 years of experience is preferred. The ideal candidate has experience in financial planning and investment management oversight. Advisor is only interested in candidates with established practices in Arizona, Utah, New Mexico, or Colorado.

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