$1.6MM AUM | $19,000 GDC in Homer, AK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
345 days old
General
Location
Homer, AK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,600,000.00
Gross Revenue
$19,000.00
# of Accounts
43
Avg Client Age
40
Overview

I am a single advisor, single person RIA who would like explore the option of acquiring an existing practice from an advisor who would like to retire from the industry. I desire and practice, myself, fee based business as my primary discipline and prefer to work with an advisor practice aquisition with KMS Financial Services, Inc. to make the transition more comfortable for all involved.

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