$250MM AUM | $3.2MM Rev in
Hello, I am interested in partnering with advisors that are more in the junior years of their practice and are looking for growth. We would like to move $30M to a qualified advisor willing to join our firm. More assets can be given over time as well... We require at least 3 years of experience and that you also have a book of business to bring with you. Our payout structure can be discussed but we will cover all of your operating expenses and can also provide you with staff support. We will also provide you with training and professional development.