$100MM AUM | $1MM GDC in Franklin, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Franklin, TN, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
200
Avg Client Age
54
Overview

We have an established wealth management team in place and a well-established client base. I sold the majority of my advisory firm in the first quarter of 2008 to focus on helping fewer people in a deeper way. We have a related firm - Luken Investment Analytics (___) - that provides smart diversification asset allocation models. We implement primarily with index funds. Having started and run a broker/dealer, an RIA and an investment research firm, we are expanding and have developed processes so we are ready to expand by acquisition. I hope to find a firm (or firms) where there is a good fit. It has to be right for everyone concerned.

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