Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Boca Raton, FL, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$125,000,000.00
Gross Revenue
$500,000.00
# of Accounts
80
Avg Client Age
72
Overview

We typically manage municipal portfolios for ultra high net worth individuals., We provide our clients with well diversified, better credits and higher yields than available through the major firms. Additionally we manage a large stock vs option portfolio. Clients include Wall Street Execs and Current and Former CEOs or Chairs of public companies We are looking to merge with firms from West Palm to Miami

We hired a CFP in Coral Gables which adds depth to our office.

We'd buy a plain vanilla RIA at up to 3 times revenue, and will hire fee based advisers at a payout of 60-75% depending on book.

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