Overview

\$60MM AUM / $480K Gross Revenue / I am an RIA and a portfolio builder. The bulk of my book of business is invested in Stocks and Bonds. I do have a very small portion on my book allocated towards Mutual Funds. We manage 180 accounts and 100% of our revenue generated is fee based.

I have been in the industry for 15 years and are looking to acquire a practice structured very similar to our own. We'd also consider acting as an advisors succession plan if said advisor would merge into our practice. We would also have office space available if necessary.

Our firm develops a personalized strategy for each client. Our hands-on investment approach begins with listening closely to our clients’ goals. Our team is not content to simply implement an investment plan. Rather, we constantly monitor and provide active responses to ensure the most beneficial outcomes for our clients.

We have a dedicated team of professionals serving the financial planning and wealth management needs of individuals, families, and businesses. We work to develop and monitor a personalized strategy that’s aligned with each client's goals.

We are currently looking to acquire an existing wealth management book of business around 15-80 Mil AUM, pre-qualified, and have a team for both transitioning, servicing, and advising clients.

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month

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