Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
101 days old
General
Location
Grapevine, TX, US
Profile Type
Seller | Merge | Find Successor
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$660,000.00
# of Accounts
150
Avg Client Age
55
Overview

I'm seeking an experienced and established advisor with shared values to join practices in an ensemble format. I'm a seasoned solo practitioner with a comprehensive wealth management practice. I seek a like-minded professional(s) to combine for growth, continuity, and succession.

An ideal candidate:

• Values relationships, integrity, transparency, and professionalism.

• Is accredited (preferably CFP®) with at least ten years of client advisory experience.

• Has a book of mass affluent and affluent clients with at least $40 million AUM

• Is looking to make a move. I have ample high-quality office space. I'm satisfied with my present affiliation but open-minded.

• Is mid-career as I'm in the later innings of my career.

If you are an interested IDEAL candidate, let's connect. Otherwise, please, let's not waste each other's time!

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