Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Oregon, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$116,000.00
# of Accounts
250
Avg Client Age
52
Overview

I have a very simple business model that has methodically transitioned itself
from 100% commissioned-based to almost all fee based. My practice contains
a large population of retired and pre-retired clients seeking current income.
Therefore, I have priced my RIA platform very competitively at 50-60 basis points
for the fee schedule. I have a 10-year exit strategy for retirement and I am seeking
to acquire one more similarly based practice that will allow me create the income
multiples I attempting to build before the exit strategy is implemented.

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