$90MM AUM | $1.5MM Rev in
New York, NY
My company is looking to expand on assets that fit with our business model. Ideally we would prefer to have 100% fee based but would be willing to look at a mixture as long as we can convert and commission based accounts to fee based. We run several different strategies and tailor each portfolio to fit the needs of all of our clients that we work very very closely with. We have a great relationship with each client and speak to most of them at least once per week. We are looking for practices that are for sale and the seller will be willing to stay on to facilitate the transition so there is no loss of clients.