Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
272 days old
General
Location
Marana, AZ, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$220,000.00
# of Accounts
200
Avg Client Age
65
Overview

I run a fee-based only practice servicing NW Tucson, particularly affluent areas of Marana including Dove Mountain, Tangerine Rd., and the Silverbell/Cortaro corridor as
well as our clients all over the country. We specialize in financial planning services, retirement, wealth management which is 100% fee-based. Our life insurance, annuities, and long term care business is commissionable. We also have a great third party team to assist with any estate documents and tax strategies for our clients. Our average client is near or in retirement but we have close relationships with their beneficiaries to ensure continuity for the practice for years to come. If you are considering selling your practice, looking for a successor, or are wanting to merge with a strong outfit looking to grow substantially, please don't hesitate to reach out to us.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...