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Financial Advisor   

$175MM AUM | $500,000 GDC in Boca Raton, FL

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Boca Raton, FL, US
12 Month Gross Revenue
$500,000
Number of Accounts
200
Avg Client Age
70

Overview

Purchase another indepentdent practice for myself/branch. We have 32 advisors in the Ameriprise Boca Raton Branch. We purchased 200m in Assets in the last 3 months for our region. We have a team @ headquarters that will complete Practice Evaluation to make sure practice is a good fit for firm. Ameriprise is a fortune 250 company that writing corporate checks.
Qualified buyers are hard to find.
The transition of a practice is a difficult process.
We have mastered both. We successfully purchased a 66m & an 18m practice last year in the Boca Office.
I'm the Associate Branch Manager and I will sit down and meet with anyone selling and close ASAP. Our team is in place and ready to pay top Corporate Dollars for great practices. Even if the seller is close to retiring but just not ready we can offer them a three year deal and then sunset them after. I look forward to hearing from you. Our region is Southeast so the practice you have for 53mm in Raleigh & Boca Raton might be a good fit for our P1 offices in those areas. My Cell is ___-___-____
Thanks

 
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