Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Melbourne, FL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$47,000,000.00
Gross Revenue
$575,000.00
# of Accounts
335
Avg Client Age
62
Overview

We are an independent RIA firm with a successful track record for performance and compliance. We are looking for like minded investment advisers who put planning first and take a fiduciary approach with their clients. To that extent we are open to acquiring through purchase or succession like run practices or potentially a merger with a like minded practice. We are not interested in annuity driven practitioners or product sales driven practitioners. We are Fee for Service advisers who put planning first to identify and meet the needs of our clients. We have been growing organically and continue to do so, but will be looking for well run practices to acquire to enhance our growth.

Please contact us if you would like to discuss potential synergies.

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