Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
372 days old
General
Location
Ocoee, FL, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Overview

I am currently employed as an Investment Consultant/Portfolio Manager for a $30 billion RIA. I personally oversee a book of retirement plans with approximately $1 billion in assets. I am looking for opportunities with small fee-based firms looking for a succession plan where I would purchase and take over their firm. Ideally I would buy the firm with the current owner assisting with client transition. My ideal firm size would be in the area of $200K-$300K annual revenue. I would also consider purchasing a portion of a larger book of clients that generates similar revenue.

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