Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Lewisville, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$700,000.00
# of Accounts
300
Avg Client Age
45
Overview

I'm a seasoned advisor with 20 years experience. I have a business in the midwest and work remotely from my home in Texas. We have clients in 27 states and acquire 50+ clients a year through a unique marketing approach utilizing my highly successful and well known podcast.

I'm interested in growing exponentially over the next 5 years; I communicate well with clients and have the ability to maximize enterprise value of advisory firms. I believe in working hard, but working smart as well.

My firm offers the following:

1) a turnkey RIA platform for other advisors to join - if you're looking to go independent, and tired of payout grids, scorecards that change annually, and continually trying to catch up; give us a call. We offer a flat payout of 90-95% and a flat admin fee of 0.10-0.15%. We are fee only on the advisory side, and also already have an existing insurance agency partnered with a large MGA - ready for all your fixed insurance business. Clean compliance records only.

2) If you're interested in selling, I have the capability to design whatever buyout package you're looking for - 100% cash to a 5-year earn out. Maybe you'd like to still work with you clients, but sell the majority? We can talk.

We currently custody at TD Ameritrade and Schwab, but happy to offer Fidelity for the right advisor.

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