Overview

I am looking primarily to acquire books of business without buying them outright. I will join as a "junior adviser" for those looking for an extended transition out of the business (3-7 years). I will only deal in fee based business.

I will also take on partial books in this manner where the average account size is $100,000 or more. My goal in this is to gain good clients for my firm who do not meet the annual revenue goals for larger offices. Again, this business must be fee based.

Please note that I will outright reject all other offers.

Market
Advisor/RIA
Last Activity
this week

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