PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
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PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA
Succession Link
1 minute 45 seconds
8 years ago
PRACTICE FOR SALE: $33MM AUM | $378,000MM GDC in Olympia, WA
PRACTICE FOR SALE:
$33MM AUM | $378,000MM GDC in Olympia, WA
View this Listing: https://successionlink.com/advisors/21917/
Overview: Practice is 90% Fee based RIA and 10% brokerage based.
RIA side, financial planning and investment modeling. Algorithms to run the growth models and build income models separately.
On the brokerage side variable annuities, traditional mutual funds and fixed income.
Prefer a buy out period of 10 years and a release of liability at least 2 or three years within onset of contract.
Succession Link
PRACTICE FOR SALE:
$89MM AUM | $110,000 GDC in Akron, AK
View this Listing: https://successionlink.com/advisors/24436/
Overview: I am a successful advisor with a stable client base. We are still growing. I would like to find a buyer or successor that
can take over the practice or merge with my firm.
