Overview

I am a Canada based Financial Advisor looking to acquire or succeed an RIA practice based in Florida. I have over 20 years of experience advising high net worth families and enterprise clients on investments and strategy, wealth structuring, financial and tax planning. I am a CFA charter holder and alumni of the Wharton School. I am a motivated buyer with ability to move very quickly to close the transaction. My ideal seller would be a solo advisor with an AUM ranging between $35-$100 million with 100% fee based revenue model, gross revenue of over $500k and is looking to retire in 3-5 years. My acquisition strategy is very flexible and I am willing to accommodate an outright sale of the entire book or transitioning over 3-5 years.


Last Activity
within 2 months
Listing Updated
Jan. 7, 2024

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...