Overview

I hope to buy an established practice around the size of my own and within 20 miles of my home or office. The higher percentage of assets being in managed accounts the better. I'm looking to continue long term wealth management relationships with existing clients and add an element of tax advice and estate planning as an Enrolled Agent. My management fees, depending on the size of the accounts, would range from .65% to 1.25% per year. I hope to find a compatible seller within a year.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...