Overview

I'm seeking to buy a book of business that is primarily fee based advisory with an average account balance no less than $100k. I had three times my current AUM with my previous firm and can handle a significant amount of increased workload since I have a personal assistant. Ideally, the advisor selling his or her book has a phenomenal relationship with clients and is seeking to hand over the baton to a like minded advisor. I'm an advisor of 8 years in the industry and I'm looking to make lifelong connections with clients.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Resources
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