Overview

We are looking for an individual advisor or RIA firm, interested in merging your assets into our RIA. Our goal is to transition our assets to you once you have gotten to know our clients. Our client base consists of HNW clients, as well as a few institutional and municipal entities. My partner and i are in our 70`s and are planning on a transition period of no more than 5 years. There would be a laddered fee- sharing agreement on our assets through the transition period. We also manage our own equity, fixed-income and balanced portfolios. Any succession candidate would be expected to continue this portfolio management

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6 months or more

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