$350MM AUM | $1.5MM Rev in
Our firm is looking to continue to grow a couple different ways.
(1) Practice Acquisition(s) of Advisor(s) who are looking to Merge and Retire within a 3 months to 5 years time-frame or have a successor in place for a triggering event such as disability, death, or retirement in the next 3-5 years.
(2) Turnkey solution for Advisors who are looking to leave their current firm and join a firm where you can own your clientele and focus on being an Advisor they way you feel is best not a larger firm trying to micromanage while not having to be an HR person, compliance department, and dealing with other administrative tasks, etc.
We are looking for the right fit in Advisors for us to partner with who have done business the right way and want to focus on the best client experience for their succession or transition.