Overview

I am working with a founder of an RIA that is considering a partial sale and/or sell and stay scenario. This fee only advisor would like to streamline responsibilities and focus on gathering assets through tax and retirement workshops and seminars. An ideal buyer will support public engagements and provide services for onboarding new clients, ongoing planning, investment management, and back-office services. He's skilled at connecting with large and small audiences, both in person and via other broadcast mediums. He has around $20MM in AUM not including a very robust FIA book. Expected revenues in 2022 are $1MM. He is open to considering buyers in the IBD, hybrid, or RIA channel. Message me for more!

Market
Advisor/RIA
Last Activity
today

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