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LATAM Focused Wealth Advisor

Preferred Location:
South-East
Open to Relocation:
No

A LATAM focused Wealth Advisor in Southeast, FL is currently exploring opportunities to move his book of 300m+ AUM to better service his clientele. Below please find several high level details:

  • Ultra high net worth, 300m+ AUM, 2 million+ revenue, ~15 households
  • Approximately 50% international (LATAM) clientele/ 50% domestic
  • No non-solicit, clients are portable
  • Advisor is seeking a firm that provides best-in-class offerings to LATAM as well as domestic UHNW clientele
  • Looking for an opportunity to build, grow, be challenged, and make an impact within a well-established RIA/MFO

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