PRACTICE INFORMATION

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This fee-only RIA practice located in the Pacific Northwest is focused on providing clients with an individualized, high touch experience. This practice’s principals are committed to truly understanding each client’s individual needs and then creating an individualized investment/action plan to help them achieve their financial objectives. Socially responsible investment strategies are a staple and widely used in client portfolios. The trailing 12 months’ gross revenue for this practice is $829,667 from $113 million in assets under management. This firm has low overhead and is highly profitable.

The owners of this practice seek an experienced fee-only, fiduciary RIA buyer that operates their business similarly in terms of the client experience and shares a similar investment philosophy. The buyer must also focus on financial planning and have a CFP® on staff. The buyer should be an active, not passive, manager and should be on the cutting edge of utilizing technology, including remote meetings with clients.

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