Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
399 days old
General
Location
Tampa, FL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
300
Avg Client Age
45
Overview

Looking to expand my personal practice by buying an existing book of business in the 25M to 50M range. Ideally someone who is looking to transition out of the business. I am age 40 and started my career 18 yrs ago. My practice focus is total financial life management. In addition to my AUM business I do a substantial amount of life and disability as I work frequently in the medical community. I am a founding partner of an RIA that has approximately 500M under management. Most of our assets are with Schwab, but also use TD. We are a young firm and are growing rapidly.

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