Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
407 days old
General
Location
Santa Fe, NM, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$4,200,000.00
Gross Revenue
$60,000.00
# of Accounts
16
Avg Client Age
60
Overview

I would like to provide a seamless transition for existing clients into my practice based on the investment process that the selling broker is currently using. I provide a very high level of service to my current clients so a large base of clients would not be desired. I am looking for a smaller better quality client base.
I am flexible in regard to the transition of the business, i.e. it could be immediate or gradual over a maximum of three years. If your current practice incorporates staff I would be open to continuing to work with them going forward. I prefer to work with clients on a fee basis and be transparent.

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