AssetMark - What we do
Acquisition or Merger Search Profile:Buying a PracticeBelow is a sample to for creating a summary that describes the ideal characteristics of an advisor or firm that you are looking to integrate into your firm, either through acquisition or merger. The items in blue require you to fill in the applicable information. This sample should be customized with your firm brand, colors, logo, and value proposition.Template: Search ProfileThis is a one-page template you can use to create a search profile. Sample Search ProfileThis is an example of a completed search profile.If you are interested in learning more about mergers and acquisitions contact your Regional Consultant or Practice Management Consultant at (800) 664-5345. Insert firm name / logoWe’re looking to Purchase / Merge!SummaryWe are looking to acquire a small book of business, with a minimum of 50% of the book in fee based portfolios. We have experience with buying a book successfully, have a clearly defined service model and unique financial solutions to offer to clients. We are particularly interested in AssetMark advisors, at or above Premier Consultant level. Our main office is located in City, State and we have an additional branch in City2, State. We currently work with client across the state of California as well as several other states. Should you know of an advisor interested in selling his/her book of business, please contact: Name at 555.555.5555 (john@)Our Ideal CandidateAssets Under ManagementTotal RevenueFee-based Revenue# of Client RelationshipsIdeal Client# of Advisors / StaffBusiness / Affiliation ModelLocation / GeographyBusiness LifecycleServices Provided to ClientsFirm / Personal ValuesInvestment management / outsourcing attitudePreferred Partners / ProvidersTransition TimeframeAbout Our Firm (Optional)Assets Under ManagementTotal RevenueFee-based Revenue# of Client RelationshipsIdeal Client# of Advisors / StaffBusiness / Affiliation ModelLocation / GeographyBusiness LifecycleServices Provided to ClientsFirm / Personal ValuesInvestment management / outsourcing attitudePreferred Partners / Providerscenter-419100Sample Wealth ManagementClarity, comfort, confidence00Sample Wealth ManagementClarity, comfort, confidenceWe’re looking to Purchase!SummaryWe are looking to acquire a small book of business, with a minimum of 50% of the book in fee-based portfolios. We have experience with buying a book successfully, have a clearly defined service model and unique financial solutions to offer to clients. We are very interested in AssetMark advisors, at or above Premier Consultant level. Our main office is located in City, State and we have an additional branch in City2, State. We currently work with clients across the state of California as well as several other states. Should you know of an advisor interested in selling his/her book of business, please contact: Name at 555.555.5555 (john@)Our Ideal CandidateAssets Under ManagementUp to $10MTotal RevenueUp to $100,000Fee-based RevenueIdeal is 50% or better# of Client RelationshipsNo more than 50Ideal ClientMinimum $250K in AUM, between 45 – 65, women small business owners# of Advisors / StaffIdeally 1 advisor with 1 part-time to full-time support staffBusiness / Affiliation ModelSolo advisor, Broker-Dealer (preferably Girard) and open to joining a firm with B/D and Independent RIALocation / GeographySan Diego or Southern CaliforniaBusiness LifecycleLooking to exit within 10 yearsServices Provided to ClientsCurrently or open to providing Financial Life Planning, Managed Asset Solutions and Qualified PlansFirm / Personal ValuesBelieves in and wants to implement holistic wealth management and financial life planning process for clients and is looking for a team approachInvestment management / outsourcing attitudeUsing or open to transitioning to third-party asset management providers Preferred Partners / ProvidersAssetMarkTransition Timeframe6-9 monthsAbout Our FirmAssets Under Management$40MTotal Revenue$400,000Fee-based Revenue75%# of Client Relationships150Ideal ClientMinimum $250K in AUM, between 45 – 65, women small business owners# of Advisors / Staff2 Advisors with one Client Service AssistantBusiness / Affiliation ModelBroker-Dealer with Independent RIALocation / GeographySan Diego, CABusiness LifecycleMature & growth-oriented firm looking to transition the business in 10 yearsServices Provided to ClientsFinancial Life Planning, Managed Asset Solutions and Qualified PlansFirm / Personal ValuesBelieves in and wants to implement holistic wealth management and financial planning process for clients. Looking for a team approachInvestment management / outsourcing attitudeWe utilize third-party asset management providers to leverage our time, so we can focus on service clients and helping them achieve their goals through financial life planning Preferred Partners / ProvidersAssetMark ................
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