Overview

We are searching for advisors or RIAs who wish to partner with another RIA for succession and/or near-term exit. Our ideal candidate provides financial planning and asset management on a fee-only or fee-based pricing model to mass affluent and high net worth clients. This advisor or RIA would ideally have $25M to $75M of AUM and 30-100 client households.

As a firm we help client families with self-made wealth protect their assets and achieve their desired financial freedom through our unique proprietary approach to investment risk management that allows us to manage all client assets internally on a customized basis and tailor our risk management approach to each individual.

Our business structure allows us to control and manage 100% of our costs as all advisors are W2 compensated with a bonus structure and the ability to purchase equity in the firm.

We would make an ideal partner for an exiting advisor by maintaining the high level of client service that you have created or for an advisor or RIA who is looking to scale up and eliminate the burdens of practice management.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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