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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
553 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...