Market
RIA
Member Level
Chalice
Last Activity
this week
Profile Age
309 days old
General
Location
Peoria, AZ, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$209,000,000.00
Gross Revenue
$1,525,000.00
# of Accounts
2,392
Avg Client Age
67
Overview

We are hoping to purchase a financial advising practice in the western United States. My business partner and myself would run the practice. We have the staff and resources to make for a successfully purchase of a practice with $50 million or less of Advisory Accounts. We have a combined 35 years in the business and are both age 43 and plan to work for another 20-25 years. We do our own money management on the Envestnet platform but are open and familiar with most 3rd party money managers as well. We utilize some annuities when appropriate as well as some life insurance when appropriate. We are open to multiple scenarios as to how the transition might look. We have successfully purchased other smaller advisory firms in the past.

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