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$105MM AUM | $800,000 GDC in Langhorne, PA

buyer | merge | continuity

$800,000.00 Rev/Year
70% Fee
30% Commission
Younger (by industry standards) advisor looking for succession planning opportunities and bring advisors into our turn key, well supported systems for growth and retention. I have 16+ years of experience, nearly 100% client retention and near perfect client satisfaction scores and leader of a larger branded team practice. I have a well balanced, compliant practice that consists of financial planning, asset management, insurance and annuities. No one particular area is overly concentrated by both choice and business plan. I am looking for advisors who want to grow as independent advisors, but still enjoy the interaction and support within a team environment. Numbers reflected in profile reflect entire team. My individual practice is slightly over $100MM. We are uniquely structured as a branded team- maintaining independence, yet supporting and learning from each other. We have great transition and ongoing support from our franchisor, Ameriprise, with access to both local and national leadership being very accessible. Its a win/win for us as advisors and new recruits to our group. I am looking for advisors who want to grow as a partner or advisors looking to find a soft landing into retirement.

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