Overview

I am seeking to acquire a practice with assets of up to 50 mm.
I strongly prefer that the revenue be at least 65% fee/AUM based.
Open to Seller staying on for 12-24 month transition
I have a high percentage of Faith Based clients, so a Faith based seller with liked minded clients would be highly appealing.

I am interested in practices in the Dallas Fort Worth area, Kansas City and NorthWest Missouri, as well as Northern Half of Florida.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
Listing Age
903 days old

Business Data

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