$50MM AUM | $220,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Houston, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$220,000.00
# of Accounts
300
Avg Client Age
58
Overview

Founded 3 years ago, we are looking for opportunities to buy out smaller firms.

We are a fee-only financial planning and investment management firm, with all revenue from AUM.

Our portfolios are based on an endowment model, utilizing stocks, bonds, & ETFs, and combine that with Private Equity/Credit/REITs, such as Blackstone, KKR, JLL, and so on. We focus on a high degree of personalization and customization for our HNW clients.

All accounts are custodied with Schwab, and we are looking at the possibility of adding another custodian in the next year or two.

We are pleased to also be part of Dave Ramsey's SmartVestor program, which mixes well with our approach to low/no debt.

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