Market
RIA
Member Level
Chalice
Last Activity
this week
Profile Age
512 days old
General
Location
Akron, OH, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$405,000.00
# of Accounts
294
Avg Client Age
65
Overview

I am 48 years of age. I have over 26 years of experience. I worked with Ameriprise for 24 Years, LPL 2. Financial planning is a focus, but mainly help clients manage assets in an advisory account. I am looking to buy practices from advisors that are transitioning out of the business. I am also willing to bring advisors here as their succession plan. We have an outstanding office that is structured to grow and has capacity to double, based on that infrastructure. Current Assets in our office is over 350mm, with several advisors and staff. I am looking to grow and practice acquisition is something that have done and advised others on over 8 times in my career.

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