Looking for an advisor who is ready to sell his practice and retire. We will provide a quick payout schedule to seller. With intentions to have the seller fully paid and vested within 2 years. We are a cash buyer. Looking to buy a book of AUM between $75-$125 million.
Our business is full suite of traditional wealth management services. Focused on serving the client's best interest, managing in a fee based or commission based structure. We have adequate staff in place to bring on this level of assets.