Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
738 days old
General
Location
Seattle, WA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
60
Overview

I'm a partner in a larger independent producer group in Seattle. We are a "hybrid RIA". We have a broker dealer but also have fee based managed money held at outside custodians such as Schwab and TD. I'm looking for a potential business partner. I'm interested in someone who wouldn't mind initially being in a hybrid role that would include handling some admin work. I have an assistant who works outside of the office but I need someone to handle additional work in the office. I'm not looking to take a split on production on your existing book of business. I would pay for your office and feed new prospects to you. I'm currently only pursuing larger prospects and end up generating meaningful numbers of small to medium size prospects while marketing to larger prospects. I'm ultimately interested to have a person in this hybrid role transition to become a business partner. Please let me know if you would be interested to schedule a phone call or meeting.

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