Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Weston, CT, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$270,000.00
# of Accounts
67
Avg Client Age
63
Overview

We are looking for a collaboration with a newer firm looking for synergy from shared expertise and well as the opportunity to move to a higher base from a combination of strengths and assets.

We are fee-only, concentrating on discretionary investment management and financial planning. We are investors, not traders. Our investment approach uses internal fundamental research, based on decades of experience. We market by educating, not by elevator pitches. Our administrative functions are well-contained, allowing us to concentrate on clients, clients' investments, and clients' financial concerns.

Succession is not an immediate concern, but it is a long-term issue for all of us. We have a clean ADV with no disclosure reporting pages and seek others with similar records.

We would be interested in conversations with independent, similar-sized,100% fee-only firms. We have no interest in insurance or wire house relationships.

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