$600MM AUM | $4.2MM Rev in
Baton Rouge, LA
We are a mid to large practice with over 4 million in revenue. We are looking to acquire practices that the owners would like to fully retire or sell and stay. We currently have 6 producing advisors and a tenured staff of 12. We have a dedicated leadership team to help with any transitions issues that could arise. We focus mainly on fee based financial planning and asset management. The team consists of 3 CFP's, 2 CRPC's and we have relationships with multiple CPA's in different locations. Our practice has over 10 years of experience in helping advisors design and implement their succession plans and a track record of building client relationships through the process. We will consider any size practice. Our primary purpose is to help both the clients and advisors achieve long term success.