PRACTICE FOR SALE:
$33MM AUM | $378,000MM GDC in Olympia, WA
Overview: Practice is 90% Fee based RIA and 10% brokerage based.
RIA side, financial planning and investment modeling. Algorithms to run the growth models and build income models separately.
On the brokerage side variable annuities, traditional mutual funds and fixed income.
Prefer a buy out period of 10 years and a release of liability at least 2 or three years within onset of contract.