Overview

We are a team of 3 advisors currently at RJFS. (I have only quoted my aum) Almost 100% Fee based. We can make competitive offers on books less than 100m AUM. We are interested in working out a deal with an advisor looking to retire and make sure his clients will be taken care of.
Mutual fund and ETF oriented investment strategy.
We can work together to make sure each side gets what they want during this time of transition.
Message me and we can set up a call!
-Thank you

Market
Advisor/RIA
Last Activity
within 2 months

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