Overview

Looking to merge business with another and retire within the next few years. This firm has provided investment advisory services for over 45 years. The book is compromised of mostly fee-based business while doing some insurance, tax, and variable annuity business as well.

Looking for a "by the book" disciplined firm to merge with. If the merge partner is in the same region, the office space currently utilized can either be utilized or the merge/buyer partners office can be utilized as well - this is open for conversation.

The book is 95% fee-based with small amt of business in insurance, annuities, and taxes as well. There are 80 households with this firm, some of whom have been with the seller since inception. Average client age is around 60-65 years old.

Last Activity
within 4 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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CRM Systems

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