$450MM AUM | $2.5MM GDC in Atlanta, GA

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Last Activity
Listing Age
414 days old
Atlanta, GA, US
Listing Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
Gross Revenue
# of Accounts
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Our firm, the East Paces Group, is an RIA that is focused on providing both financial planning solutions and portfolio management to independent advisors. We have a partnership with a hybrid broker-dealer that has given us access to some very unique investment opportunities for high net worth investors. We are able to offer advisors competitive payouts with a fully-functioning back office with compliance and operational support.

We also have a unique independent model that is perfect for advisors looking for a succession plan in the next 1-5 years, but may want to move with their clients and continue their business for some time pre-transaction. This gives us a lot of flexibility to make sure the clients are settled, and the advisor accomplishes his retirement goals as well.

Our team is interested in:

1.) Speaking with advisors looking to partner with a truly-independent RIA that has in-house investment management, financial planning services, and a staffed operations department to support their business.
2.) Advisors looking for a short to medium term succession plan. If it's a good fit, we will offer very competitive pricing.

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