Overview

Boutique solo practice, 100% fee-based, $90M AUM, specializing in portfolio management. Advisor/owner is 53 years old with 31 years in the industry, very low-key and relaxed approach, collaborative, patient. Most client portfolios use hybrid approach with mutual funds, ETFs, and individual stocks. No LPs, non-traded REITs, UITs, or anything with a lack of liquidity. Looking to acquire a fee-based practice from a retiring advisor, ideally between $10M-$30M AUM.

Last Activity
6 months or more

Business Data

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