Overview

Always looking for manageable books of fee business to purchase. Would require for the retiring advisor to work for 1-3 years depending on payout and matrix.

We are a small boutique firm only seeking to work with specific investors. We do very little commission business and only if it is in the best interest of the client.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
939 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Insurance Business

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