Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
462 days old
General
Location
New York, NY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$100,000.00
# of Accounts
56
Avg Client Age
45
Overview

My business is comprised of managed portfolios, and mutual funds. I'm looking to find the right seller, to buy a practice from. The ideal seller does not necessarily need to be local, but it would be helpful if the person was close by. I am offering cash up front, and I am open to discussing other payment options as well. I can even pay you and your beneficiaries over a 10 year payout. I have cash upfront as an option too. Or a mix. I am young, and have more time in my career to work your book, and so I can make you a better offer then most people. I have a decade of experience. Basically, I'm looking to buy a book as soon as I receive the right offer. I am very flexible, and easy to work with or sell too. I am available to help out with the transition, and can pay your assistant.

Business Mix Info

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Clearing Firm / Custodian

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Mutual Funds

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