Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
490 days old
General
Location
Mercer Island, WA, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$400,000.00
# of Accounts
200
Avg Client Age
50
Overview

Solo adviser looking to expand my practice through practice acquisitions and successor opportunities of similarly minded and structured practices. I'm also open to anyone needing a continuity partner for their practice.

My business is currently 50% fee based and 50% brokerage with an emphasis on growing fee assets through financial planning.

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