Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Seattle, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$113,000,000.00
Gross Revenue
$750,000.00
# of Accounts
110
Avg Client Age
50
Overview

Looking for the opportunity to purchase another practice. Partnering with an adviser who is looking to exit from the business, or work on a succession plan would be great. Currently at the mid-point (23 years experience) of my career so there is enough experience to run a practice with plenty of time before my retirement to take care of clients for the long term.
Currently the business is fee only and we use Schwab and TD for our custodians. Open to using others if that is an issue to purchase the retiring firm.
Very client service based, and good, long-term relationships with current clients that we hope to bring to the practice for someone looking to slowly (or rapidly) exit from the business.
Appreciate the consideration!

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