$150MM AUM | $900,000 Rev in
We are a fee-only RIA that works as true fiduciaries to our clients. We operate as a multi-family office providing sophisticated estate, asset protection and business succession planning services. We have a proven solution to migrate fee-based advisors as well as advisors that are dual registered with a mix of fee and brokerage business. We have previously acquired books of business and are very experienced in the process. We are pre-approved for financing and have purchased books on a cash basis as well.