Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Venice, FL, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$525,000.00
# of Accounts
494
Avg Client Age
56
Overview

I am currently a one advisor practice with long term clients. I am almost 100% Fee based in mutual funds and stocks with asset allocation. I am hoping to find a merger candidate to share assistant and some expenses. I would like to set up a long term succession plan. 5 - 7 years down the road. I am located in Venice Florida and I am not interested in changing from LPL as my Broker Dealer. Please reach out to ___

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