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Financial Advisor   

$750MM AUM | $3MM GDC in Venice, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

0% Comm
100% Fee

General

Location
Venice, FL, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
1,000
Avg Client Age
60

Overview

We are looking to acquire or support an RIA practice (or serve as partnership/continuity) who has a similar investment philosophy. If someone is looking to sell their practice or looking to outsource some of their time consuming tasks so they can focus their time on building better relationships with their clients and prospects, we would like to discuss potential options. We primarily utilize Dimensional (DFA) mutual funds within our client investment accounts, and designs are based on modern portfolio theory. We support family offices, a private client services.

 
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