Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Southlake, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$78,000,000.00
Gross Revenue
$825,000.00
# of Accounts
350
Avg Client Age
52
Overview

My business partner and I are younger advisors in our mid-late thirties. We have each been in the business over 10 years and are looking to grow through practice acquisitions. We successfully completed one in 2014 and would like to replicate that success over again. Our business is primarily fee based which allows us the capacity to continue our growth and take on new books of business.

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