Overview

Boutique Wealth Management Firm, established since 2007 desires to add an advisor within 5 years of retirement. Highly ethical, trustworthy and high CFPs per client base. Open to any payout structure 10 years or under, and open to outright purchase or phase out retirement plan. Class A office space, capacity to onboard clients, and open to acquiring liability side of balance sheet from retiring advisors (current office lease and or up to 1 key employee). We are committed to helping more clients achieve a comfortable retirement. We are an open design firm which allows our advisors an open architecture to how best to manage clients assets. 95% is Advisory but we are also comfortable talking to commissioned advisors who holds funds direct or with a broker dealer. Preferred AUM is between 20-50 million.

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
512 days old

Business Data

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