Bay Area, fee-only $500mm RIA based in Berkeley, CA speaking to RIAs interested in a personalized succession plan. Highly experienced senior partners with successful RIA purchase/merger transaction experience.
We are interested in speaking with RIAs located in the Bay Area (and the Western US) that are looking for a compelling, personalized succession plan. We are not a large roll-up platform, but rather we are a boutique-sized RIA engaging in M&A discussions with potential partners that match with our client services and approach and would like a succession plan that can be customized to their needs and timing.
We maintain an infrastructure structured for additional growth-- two partners, COO + Compliance Officer, two tax professionals, two additional experienced advisors and three service associates. DFA and ETF asset allocation investment strategies, Fidelity/Schwab custodians, Tamarac reporting and Junxure CRM.