$22MM AUM | $155,000 GDC in
Looking to set up a succession plan that is reciprocal, in case of unexpected health issues or untimely demise; the main goal is to insure that our clients are taken care of. I am also seeking to buy out a practice over time in an earn out plan or other sliding bips scale over 2-5 years, so if you are planning to retire soon, this is an option as well. I would consider having someone join my firm as an IAR or merge partner, but I am not looking to sell or join anyone at this time.
We are a 100% fee based RIA and use Fidelity as our custodian, and I am also Insurance Licensed and have not been using that in my current business, but we could accommodate clients and expand in that area if that is your specialty.