Overview

We are looking for strategic acquisitions to grow our firm. We are an experienced team who formed their own practice after 13 years inside of a wirehouse managing a $100 million AUM practice. CFPs, fee for service planners, fee-based AUM with very minimal commission revenue. Experts in converting commission practices to fee-based AUM. Open to being a succession plan/acquisition option for an advisor looking for a phase out approach.

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within 6 months

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