Overview

Looking to expand and increase our fee based business. Have run a successful fee based practice for the past 27 years after a 10 year career as a broker/adviser with major Wall Street firm. Manage accounts for medium to HNW clients and pension plans. Would like to buy an existing client base that is familiar with working with a fee based adviser and have long-term goals and time horizons. Willing to work closely with the selling adviser to ensure the transition is smooth and beneficial to all.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,321 days old

Business Data

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