$850,000 AUM | $6,000 GDC in Shelby Twp, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Shelby Twp, MI, US
Profile Type
Buyer | Join A Practice | Merge
Fee 0% Commission 100%
AUM
$850,000.00
Gross Revenue
$6,000.00
# of Accounts
40
Avg Client Age
45
Overview

I am a young advisor looking to partner with another like minded advisor who already has an established practice. This partnership would be built around the goal of either the advisor selling the practice outright, or structuring a partnership to put in place a succession plan.

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