$16MM AUM | $160,000 Rev in
Registered Investment Advisor, Established 2006. 100% Fee-Based Fiduciary. Clean U-4. Practice is healthy and thriving - Advisor intends to work for, at least, another 20+ years. Clients based primarily in Washington DC and Northern Virginia with a few spread across Southeast USA.
Interested in purchasing/merging with an established, well-respected, Fee-Only, Practice to augment AUM - ideal candidate >25M AUM; perhaps a veteran advisor looking to retire or create a long-term succession plan. Absolutely no hybrids and no commission-based products.