$45MM AUM | $700,000 Rev in
Looking to purchase an advisory and/or BD firm. My firm is RIA and BD affiliated in addition to an IMO for fixed insurance business. We use TD, Fidelity and NFS for clearing. We are a team of 5 people and growing. My office is in Brighton MI and we are planning to open an additional offices. As the lead advisor, I am a CFP and AIF, am 40 years old with the energy to work hard to take care of your clients. We have capacity and resources to smoothly transition and serve a retiring advisor's clients well. We understand that this is one of the most important decisions an advisor will make for themselves, their family and their clients, and we sincerely want this to be a win/win and positive experience for all. Financials are not an issue. I would certainly welcome a conversation if you are considering selling.