$27MM AUM | $210,000 GDC in Salem, OR

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
223 days old
General
Listing Type
Buyer
Location
Salem, OR, US
Fee 0% Commission 100%
Gross Revenue
$210,000.00
# of Accounts
569
Avg Client Age
60
Overview

I a financial advisor, branch manager, and supervisor (OSJ) for a small independent financial firm. I'm interested in exploring the purchase of a small book of business from a local advisor who is interested in selling to a colleague that will continue to service their clients in a manner in which they are accustomed to. I would like to buy a practice in which the current advisor would be willing to take some time to transition clients in a mutually beneficial manner. Client retention and client loyalty are very important to me, and the key to a successful transition. I have a long term goal to grow, but only at a rate in which I can continue to service my client base in the best manner possible. I am mostly focused on fee-based managed accounts, variable and fixed annuities, REITs, MLDC's, and traditional mutual funds accounts in my practice.

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