Overview

Unique opportunity to receive 112-250 new clients all in trusts in various states in the US with $280m - $400M in assets of which $100M+ are investable assets. This transfer of clients accounts and AUM will be in the next 3-6 months as the trust clients are on borded to my other non-regulated trust planning company. Over the next 4 years I need an RIA growth-oriented partner that can handle several thousand additional clients from across the US and over $1B in AUM. Looking to split revenue vis solicitor agreement, subadvisor agreement, or another structure that would not require regulatory supervisor or playing any active role in the advisory services. KEY BENEFITS OF THE OPPORTUNITY: High margin asset-based fee, assets survive death so RIA is highly likely to retain AUM for generations, no large upfront acquisition purchase cost to obtain significant revenue and client volume for upsell opportunities. The revenue from the referred clients pays for the client relationships and AUM is under the full control of the RIA I paper the relationship with.

Last Activity
today
Listing Age
47 days old

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