Overview

Advisor looking to grow book of business. I currently have the capacity to take on 50-100 clients/households over the next 1-3 years. I focus heavily on cash flow oriented financial planning with investment recommendations tied to financial planning objectives. 100% of revenue is based on quarterly management fees. I am also flexible on deal terms.

Was ranked in the top 10 financial advisory firms in the nation the last 3 years in a row by CNBC's FA Top 100 List.

Optimal seller would be someone retiring from the business that wants to make sure that their clients are well taken care of through their retirement years.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,183 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...