Overview

We are a three partner, fee-based discretionary investment management team that specializes in working with business owners helping align investment, legal and tax strategies. Almost entirely retail, a few retirement plans handled in branch. 425,000,00 AUM, 230,000,000 actively managed. We are interested in helping older advisors transition out. Three managing partners are 55, 39 and 31 so we can provide smooth transition for advisors clients. Preferably advisors who work on a fee based basis in retirement plans or retail accounts.

Market
Advisor/RIA
Last Activity
within 6 months

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