$70MM AUM | $550,000 GDC in Scottsdale, AZ

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
500
Avg Client Age
60
Overview

35 y/o advisors working a team practice looking to buy and grow a practice in the Phoenix metro area. Current T12 production is $575k with $72m in AUM. Willing to work as a successor or outright purchase with transition timing.

We purchased a practice from an advisor a few years ago, did a one year successful transition of his clients to us with 98% retention, and increased trail revenues by 50%.

Please call Xerxes Nabong at (___-___-____ or email ___

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