$99MM AUM | $700,000 GDC in San Antonio, TX

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Merge | Continuity | Successor
Location
San Antonio, TX, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
400
Avg Client Age
69
Overview

Seeking to merge with another established firm and sell book of business in the next 10 years. Would like to find a company in which to merge within the next 2-5 years.

The ideal candidate has at least 10 years of experience with familiarity with comprehensive planning, hiring money managers, writing new financial plans, insurance plans, retirement plans, and estate planning. The ideal candidate is a CFP or has equivalent certification. Seeking candidates with an established presence in California, Washington, or Oregon who is looking to merge with an established practice in Texas.

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