$30MM AUM | $300,000 Rev in
We are a 2 person RIA firm both with CFP’s and about 30M AUM including annuities. Our main office is in Naples and Ft Myers, however we work in Ohio and Los Angeles as well. We are looking for a possible merger or to take on other advisors. If you are interested in merging or would like to just focus on your clients and leave behind the headache of compliance, paperwork and running the back end of the business then we might be a good fit. Depending on AUM size we can offer anywhere between a 70%-90% payout.