Overview

I have 32 years experience in the Financial Services Industry, 28 as an independent advisor working primarily with high net worth individuals and business owners. I want to acquire a fee based advisory practice with $30 - $60M in AUM, but will consider other opportunities. I have recently completed the acquisition of a similar size practice when one of my partners retired so I am familiar and comfortable with the process. We have the capacity to effectively integrate and serve clients from a practice this size. I have a full time licensed assistant and am adding a junior associate. I am one of the founding partners of an ensemble practice comprised of 9 advisors and 4 client relationship managers.

Market
RIA
Member Level
Premier
Last Activity
within 2 months

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