This RIA practice located in East Ohio provides its clients with family office-style service focusing on holistic financial planning and portfolio management. Trailing 12 months’ gross revenue for this practice is over $585,000, of which 99% is recurring revenue from fees on approximately $30 million in assets. This practice would make a great addition to a larger firm seeking to establish or expand its presence in East Ohio.
The preferred buyer would be a well-established firm focused on holistic financial planning and portfolio management willing to retain the practice’s two licensed producers and three support staff and the practice’s current office location.
