Overview

Interested in Advisor/RIA looking for a succession plan to their practice. Business partner and I have created a predominantly fee-based practice centered around financial planning using discretionary asset management coupled with a client service strategy that reinforces relationships. My role on the team is focused on the management of the business and creating and monitoring investment models. My business partners' role is centered on client service and developing new relationships. Our Associate is a CFP who helps execute our client service strategy in addition to a part-time employee who also helps with client service in addition to creating our financial plans, performance reviews and proposals.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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