Austin-based RIA team looking to buy or merge an existing practice. Our book of business is mainly invested in our proprietary models managed on a discretionary basis and we have a significant segment of our practice in the 403b/457b/401k space.
We have clients nationwide with most clients that live in the Austin/San Antonio/Houston area. We focus on financial planning first which we include in our overall advisory fee. We are looking to align our practice with advisor(s) with a similar business model.