Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Roslyn, NY, US
Profile Type
Seller | Find Successor
Fee 0% Commission 100%
AUM
$62,000,000.00
Gross Revenue
$230,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am an RIA. My book of business is pretty evenly spread between Mutual Funds, ETFs, and Individual Stocks, in that order. I manage 75 households and 100% of my revenue generated is fee based.

I'm looking to sell my practice as soon as possible. However, it must be to the right advisor. An individual that acts as a fiduciary and will put my clients best interests first, just as I have over the many years that I've been serving them. It's also imperative that the advisor be using Schwab as their custodian or clearing firm. I'd also prefer to stay on board for approximately 6-12 months in order to service the accounts during the transition or as long as it takes for my successor to become acclimated and comfortable working with my soon to be former clients.

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