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Wealth Advisor

Preferred Location:
South-East,South-West
Open to Relocation:
Yes

We are currently representing a Wealth Advisor who resigned last month after 9 years at his firm due to structural changes in ownership and compensation. Details below:

  • Managed 370M of which he self-sourced 75M AUM externally  over the last three years
  • He believes he has immediate portability of approximately 100M AUM, and 500K in revenue over five households, once the garden leave expires
  • Built referral channels with CPAs, estate attorneys, and mid-market M&A boutiques

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