Overview

Interested in buying a practice with AUM in excess of $20MM. Looking for a financial advisor who might have an interest in staying on in some sort of "part time" capacity to help transition the assets - possibly 10 - 15 hours/week. Very low work load. Also, if the advisor stays with the firm for greater than 5 years he or she could qualify for additional retirement income.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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