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This Washington D.C. Metro area-based RR/IAR practice provides its 149 client households with financial planning, investment selection, investment management, and tax planning services. This RR/IAR currently generates nearly $880,000 in trailing 12-month revenue, with over 82% of that from managing approximately $93 million in assets, while most of the remaining revenue is generated from mutual fund and variable annuity commissions. 

The ideal acquisition partner for this practice is a planning focused, fee-based firm with a similar client offering that has a track record of exceeding client expectations. The principal of this practice is looking to help an acquiring firm successfully transition clients before moving into retirement. The practice does have one support staff member that is looking for meaningful employment with the acquiring firm post-sale. 

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