Practice for Sale
National Client Base
About This Opportunity
This fee-only RIA provides financial and tax planning and active management advisory services to its 40 households, most of which are located in Florida and the Northeast. This RIA’s 2022 revenue was $591,883 from managing $53 million in assets.
The principal of this RIA is looking to retire and transition the RIA’s client relationships to a well-established RIA with tax and active management experience.
Form of Ownership
High Net Worth
Types of clients that this firm services segmented based on type or assets.
Mass Affluent - $0 to $999,999
High Net Worth - $1,000,000 to $29,999,999
Ultra High Net Worth - $30,000,000+
Corporate/Institutional - Business entities (often through 401(k)s)
In-House v. Outsourced
Capacity for Both
Model v. Custom
Active v. Passive
Money Guide Pro