$2MM AUM | $100,000 GDC in Warwick, RI

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
269 days old
General
Compatibility
Location
Warwick, RI, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
40
Avg Client Age
55
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 a bit over 2 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

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...