$10MM AUM | $100,000 Rev in
I run my own independent RIA. I currently custody assets at LPL and Schwab, but would be willing to add others. I am 100% fee based. Looking for other female advisors who want to earn a larger payout and work with me in my RIA. I focus on marketing to divorcing women. Ideally, the advisor(s) who join my firm would end up as my succession plan, considering I would like to work another 10 years, at most. I would also be interested in becoming a succession plan and/or purchasing your practice if you are approaching retirement and looking for a way to stop working while trusting your book of business to a conscientious advisor.