This fee-only RIA based in Seattle, Washington is focused on providing their 89 households with personalized, holistic financial planning and portfolio management, mainly via no-load mutual funds, SMAs, and municipal bonds. The practice was built by establishing strong personal relationships with its clients who have an average tenure with the practice of 15 years. Trailing 12 months revenue as of the end of Q1 2021 was over $1,400,000 from managing approximately $237,000,000 in assets under management
The ideal buyer for this practice would be a fee-only RIA with a “client-first” mentality that has a strong background in problem solving and providing clients with comprehensive individualized financial plans. The ideal buyer would also retain the practice’s 5 staff members, including a CFA® and a CFP®.