Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Chattanooga, TN, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$1,053,000.00
Gross Revenue
$9,873,550.00
# of Accounts
9,876
Avg Client Age
63
Overview

We are an ensemble practice and asset management shop that runs various discretionary models in addition to our financial planning and client service models. We are a Hybrid Select practice affiliated with RJFS. We are growing through 1. Recruitment of individual advisors and multiple advisor practices who wish to be independent and own their book of business while plugging into the scale and opportunity offered by a larger OSJ to help them grow their business; 2. Finding highly motivated advisors and entrepreneurs to join as advisors with a possible career path towards client management, asset management, or firm management with an opportunity for partnership; 3. Acquiring individual and multiple advisor practices who desire an immediate sale or a "merge" opportunity with the intent to begin the selling process within 3-7 years. We believe that margins are compressing in our business and that building an ensemble practice with multiple lines of business and streams of revenue protect all parties involved. If you agree we would very much like to speak with you or a member of your team.

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