Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Austin, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$100,000.00
# of Accounts
10
Avg Client Age
45
Overview

I am looking to buy 401(k) books of business to add to my practice. I run a 401(k) focused team of professionals and am actively looking to buy 401(k) clients. If you have 401(k) plans you are looking to off-load, please reach out. I am happy to show you our process, technology, and service model.

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