$64MM AUM | $700,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
220 days old
General
Location
Portland, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$64,000,000.00
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
62
Overview

My business is exclusively focused on retirement planning: helping individuals determine when retirement is affordable, and work is optional.

I hope to grow my business organically, and via acquisition. Currently, I have a heavy focus on worksite planning, and conduct approximately 30 appointments per week. I am also seeking an Advisor to add to my practice so that I can continue my current growth rate (50% year-over-year).

I plan to work another 15 years before retiring, so I am also seeking a long-term successor for my practice.

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