Overview

We are seeking sellers and/or succession opportunities in Longboat Key / Sarasota, Florida. Our unique client value proposition is that our practice threads investment, tax strategy/preparation and our own investment model allocations. In fact, the majority of our advisors not only manage wealth but also provide tax planning, strategy and preparation for all of their individual clients. We believe that investments and taxes must be approached with a deliberate, centralized, coordinated strategy. We would prefer to purchase or to be the succession plan of a highly successful firm, however, we are extremely flexible with terms. We are interested in purchasing, buy/sell agreements or phased/partial succession opportunities with advisors looking to retire within the next 1 to 10 years. We are a fiduciary firm that self allocates client portfolios with our own in house models that would be available for you to use if you see fit. Also, we can offer you an RIA or IAR and/or a broker dealer arrangement with the lowest platform fees and payout around, we are very flexible. We were founded in 1974 and have demonstrated growth every year. Finally, we have a successful succession track record of 4 prior acquisitions/successions. Call me on my personal mobile ___-___-____ or email me at ___ to discuss. Thanks for your time, Chad

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
487 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...