Overview

$17MM AUM / 75MM AUA/ $400K Gross Revenue /My firm is a Pension Consulting and Administration TPA as well as an RIA. The business generates investment advisory fees from 401(k) plans and Trustee directed pension plans. It also generates recurring annual administration fees for services performed for qualified plans. I have approximately 40 accounts and 100% of my revenue generated is fee based.

I'd be willing sell both my Pension TPA business and investment advisory practice now. However, I'd also be willing to sell the two parts separately. I can stay on board as an employee or partner during a transition period, or longer if desired by all parties.

Last Activity
today
Listing Age
1,657 days old

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