$120MM AUM | $700,000 GDC in
My business is with customers that I have built over 14 years. Im specifically looking for an experienced licensed advisor that is established with at least 12 million of his own assets he/she has built and has been in the industry at least 3 years. I would like to transition 30 million of my assets at a very reasonable cost to the right fit.
The right advisor would be willing to join our practice here in the Meridian/Boise/Eagle Idaho and receive the 30 million in assets over a 3 year period. Ideally we would transfer 10 million per year to allow the advisor to grow his/her own practice as well as handle the 10 million in new assets each year. We are open however to timeframe based on your specific needs. We have an office with staff to help your success with high payouts, potential transition money paid to you as bonus for joining and will carry note on sale of my book purchase to right advisor as well. Look forward to chatting further connect for more information.