Overview

I am looking to add a percentage of a book of business (approximately $5+MM/year) over the next 3-5 years. Open to new ideas and transition opportunities. Goal is over the next year find an advisor within 5-10 yrs of retirement and assist with smaller clients first as junior advisor (or one of many junior advisors) while buying out larger and larger AUM pools. My ideal partner firm/mentor would have between 25-100+Million to transition or form a buy-out agreement/formula with. Preferably a team of advisors working on larger and larger books for a tiered transition plan.

I have <3 years experience but have 6,7,63,65 and current life/health licenses. Desiring RIA or boutique style investment/planning firm. My current location is ideal for retiring professionals, as well as aging estate transfer and trust funding business. So joining/assuming a long-standing practice, client engagement model, and association with a 25Yr+ year experienced advisor/team would be optimal for me at this time.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month

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