Overview

I am looking to buy a practice that has AUM as I am looking to grow my recurring revenue. My practice is built around putting a financial plan in place first (in most situations) where the client can pay a one time fee or essentially keep me on retainer with a monthly fee (for annual renewable planning clients). I work primarily with small business owners and retirement planning clients (ages 50 - 65).

I can also work strictly on a needs basis as well. I have access to many insurance and investment companies since my firm is independent. I have a strong team and a large amount of resources behind me and I am looking to grow through acquisition. I am 3 years in the business and my team and I will be a great long term fit for your clients.

Please contact me if you would like me to consider purchasing your book, I have financing ready.

Thanks,

Andrew

Last Activity
this month

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...