Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
777 days old
General
Location
Saratoga Springs, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
55
Overview

Established practice with 16 year adviser, 35 year adviser and 2 Junior advisers. Strong platform to merge smaller practice in the capital district area to our group. Higher payouts, expanded planning opportunities and would look to keep the selling practice adviser(s) on for a period of time as we know how en grained into the clientele they have.

If you are interested in a slow or fast transition to a planning focus practice that puts customer service at the forefront let us be your first call. We look forward to meet any pracitce advisers in the Albany NY and surrounding areas.

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