$100MM AUM | $800,000 GDC in
I am looking to expand my practice in either a merger or acquisition. Open to a merger/acquisition with uncertain time horizons.
I run a primarily fee based practice with discretionary asset management and comprehensive financial planning. The practice runs a clear service and engagement model.
The practice is affiliated with a larger organization to expand the service capabilities and leverage some economies of scale for expense management and resource sharing.
My goal with the site is to potentially identify some folks that would like to engage for an introductory meeting to see if our personalities and approaches are compatible.