$350MM AUM | $3MM GDC in Richmond, VA

Market
Advisor
Member Level
Lite
Last Activity
today
General
Listing Type
Buyer | Continuity
Location
Richmond, VA, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
600
# of Accounts
55
Avg Client Age
Overview

Managing Partner of an independent high producing team practice in Richmond. Actively adding advisors/practices into the team with a focus on wealth management, financial planning, and multi-generational planning. Ideally looking for advisors/teams with established books looking for a better fit as well as continuity and succession planning needs, or outright practice sale into our team either immediately or over several years. We serve clients all over the country with a focus on the mid-Atlantic region. We have office space and can/will add more for the right fit. Unlike most independent practices we have the ability to offer transition packages/bonuses based on practice size/traditional metrics as well as dedicated transition assistance.

Extended Profile Information

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