$16MM AUM | $175,000 GDC in Hoschton, GA

Market
RIA
Member Level
Chalice
Last Activity
this month
Profile Age
188 days old
General
Location
Hoschton, GA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$16,000,000.00
Gross Revenue
$175,000.00
# of Accounts
120
Avg Client Age
62
Overview

I am a partner in a boutique RIA based in Atlanta. I have over 17 years of experience working with individuals and families to develop financial plans for retirement, education, and various goals. I obtained my CFP certification in 2003 and I maintain a good standing with the Certified Planner Board of Standards. My focus is on personal relationships with each of my clients. My practice is fee only. I am also licensed in Georgia for Life/Health/Accident insurance.

I am searching for a like-minded planner/advisor who is retiring or close to retirement. I am interested in succession planning and buying the existing book of business. Depending in the book of business, there is the possibility of paying a premium as well as possible consulting fees after the sale if the seller is interested. The ideal business would have clients that average 55-65 years old and appreciate personal service (my clients all have my personal cell phone number). If you fit the seller description above, I would like to meet you and at least open the conversation.

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