Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
766 days old
General
Location
Bethlehem, PA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,120,000.00
# of Accounts
800
Avg Client Age
50
Overview

The focus of our wealth management platform is rapid growth through the acquisition of another firm's book of business. We're looking for an advisor who would like to slowly transition out over a 2-3 yr period to solidify the client base as we're coming in.

We are not looking for a transactional / commission based book. We are looking for an established book of recurring revenue - allocated primarily to third party money managers (SEI, AssetMark, CLS, Eqis, etc.). We understand the 401k market as well, and wouldn't be opposed to a 401k based book.

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