$20MM AUM | $175,000 GDC in St Paul, MN
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Looking for retirement minded advisor to acquire or become a successor of an advisory practice and incorporate complex tax projection and planning into the process to build a strong planning RIA. Formerly worked for a nationally ranked top tier RIA with $450mm and close to $2 billion on the client balance sheets. We produced balance sheets for all clients and knew to the dollar their net worth. Virtually all clients were management and executives at publicly traded companies. I currently own and operate a tax/CPA firm and manage investments. Have extensively used Schwab and Fidelity. Junxure, Tamarac, etc... with the RIA but now am affiliated with a broker/dealer. I am a CPA with over 25 years of investment firm experience.