Overview

Experienced advisor looking to acquire a book of business to expand our client base. Ideal book is $20mm+ under 100 clients, fee-based. Pitch is to move the book to my broker-dealer for a 3yr transition. Receive a 3yr recruitment package including both upfront and back end bonus along with a advantageous production split. We are a planning-first team with a long history in both business buys and sells, managing 401k plans, and philanthropy.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
950 days old

Business Data

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