ON-4851 – ON HOLD

Seize the opportunity to acquire a well-established wealth management book with $11 million in assets under management and a stable, recurring revenue stream of $88,000 annually. Ideal for an ambitious advisor looking to expand their client base, this portfolio combines steady income with growth potential. The current advisor, known for dedication and integrity, is transitioning to pursue other interests full-time but is committed to supporting a seamless handover. They are prepared to offer guidance in a referral role or remain involved on a salaried basis to help build client trust and ensure continuity.
Don’t miss out on this ready-made, scalable book of business.