Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Bowling Green, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$450,000.00
# of Accounts
655
Avg Client Age
58
Overview

I have successfully acquired 2 practices in the last 9 years and would be interested in acquiring another. My team understands what is involved in making a smooth transition while creating a win/win/___ you, me and the client.

My process involves helping clients develop a customized financial GamePlan, using MoneyGuidePro, focusing on the client's needs, wants, and wishes. My systems and processes were created to allow my practice to be scalable, therefore my team will be able to provide 1st class service to any additionally acquired households. I have offices in Maumee, Bowling Green, and Findlay, and can meet at the location most convenient for the client. I am also willing to pay a significant premium for the ideal ___ the seller is willing to transition their practice to my Broker-Dealer. The significant premium would also include a willingness to allow a transition to a fee-based platform, where MoneyGuidePro indicates it could be in the client's best interest.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...