Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
533 days old
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$105,000.00
# of Accounts
95
Avg Client Age
60
Overview

60 % fee based and 40 % commission based. 1 % trail annuities and the rest is insurance and mutual funds.

The clients are in North Carolina and 1 client is in New York 1 in Mississippi one in Maryland one in Georgia and one in South Carolina.

The ideal terms - 20 % - 30 % down and finance the rest of the sale.

I am looking for similar or smaller sized firm to merge with and/or acquire to grow my practice. If a younger advisor to create a succession plan. Based on family longevity and personal health I realistically have another 20 years in this industry.

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