$15MM AUM | $120,000 GDC in
I am looking to find a senior advisor who is in the process of succession planning for their current practice. I am interested in someone who is looking for a 5 year buy out to maximize retention of current clientele. I have enough assets to bring on to keep costs low while being able to fully devote my time and attention to your clients to ensure comfort during the transition. I am fully licensed with my CFP and experience from the mass affluent to the ultra high net worth clients.