$95,000 GDC in Dallas, TX

Market
Advisor
Member Level
Lite
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Dallas, TX, US
Fee 0% Commission 100%
Gross Revenue
$95,000.00
Overview

I am looking for a firm that would like a fresh perspective on how to not only add value to their client's portfolios but also create more business. I am exploring additional ways to attract clients in different ways and through a different mediums. I would like to buy a firm from an existing advisor. I am not part of a large firm looking to acquire smaller firms. I am an individual advisor looking to continue that personal feel of a small firm. My investment philosophy is a long-term approach with market-driven rebalancing along the way. I have been a financial planner and presented to numerous different clients in different stages of their lives. The ideal firm would be a fee-only firm, with 1-2 advisors and between $75,000,000-$100,000,000 AUM anywhere in the Dallas, Austin, San Antonio, Phoenix or Los Angeles areas as I have strong connections in each of those areas.

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