Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
801 days old
General
Location
New York, NY, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$425,000.00
# of Accounts
200
Avg Client Age
45
Overview

I am looking to do one of two things...

1) Purchase a practice from and advisor looking to sell now. I’d prefer advisor to stay on board for 1-3 years in order to make client transition and retention effective and efficient but the conversion is open to how we structure the deal. I have the financial ability to purchase both large and medium size practices.

2) Create a true succession plan with an advisor looking to retire in the next 1-10 years. I am a young, highly qualified and experienced advisor who’s had a lot of success building my own practice in a short period of time. The majority of my clients are between 40 and 60 years old but I also work with a fair amount of clients who are older and younger. My goal would be to join practices with terms of a future succession already outlined and agreed upon. I have several ideas about how this would work but I am open to and excited by the conversation with other advisors.

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