$1MM AUM | $10,000 GDC in Hunt Valley, MD

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
378 days old
General
Location
Hunt Valley, MD, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$10,000.00
# of Accounts
2
Avg Client Age
60
Overview

I just started my own RIA and am using a multi-pronged approach to raising AUM. I would like to supplement my sales effort with an acquisition. Given the LLC/RIA structure, I have ample flexibility to work with the acquiree to structure a payout/revenue share, have them remain as an employee, and handover the relationship on their schedule. We can also make an attractive offers to existing clients to keep retention levels high. I am 100% fee based and manage all-stock portfolios in-house. The ideal acquisition would also be fee-based and have existing clients invested similarly. Alternatively, portfolios of potential converts to fee-based, in-house, direct, active portfolio management of stocks will also be considered.

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