New Seller in Florida!

New Seller in Florida!

RIA For Sale

This is a rare opportunity to acquire a fee-only RIA on the Northeast coast of Florida with 109 households, an average client tenure of 14 years, and extremely low overhead. The owner currently services the clients remotely.

The owner is looking for a merger acquisition and would like a successor who is experienced, has knowledge of no-load mutual funds, and is performance-driven. An ideal successor would be a multi-advisor firm.

Next Steps:

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