Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Atlanta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
50
Overview

I practice comprehensive financial planning for a large number of my clients, and then offer a variety of different account and product types for their wealth management needs (based on the financial plan) as well as risk management/insurance products. Currently I have a team of three support people, and am looking to explore succession/practice purchase opportunities with the right partner. In order for me to agree to a purchase arrangement with someone, I would want to have closely evaluated how the seller's practice syncs up with mine, to ensure that we can provide the right service and support to the seller's clients.

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