$260MM AUM | $2.2MM GDC in Bloomfield Hills, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Bloomfield Hills, MI, US
Fee 0% Commission 100%
Gross Revenue
$2,200,000.00
# of Accounts
300
Avg Client Age
65
Overview

I am a Financial Advisor on a team with deep experience and credentials (CFA, CFP). We focus on discretionary asset management, planning, and often more complex fiduciary situations. We have a relatively small amount of HNW client families. I would like to find an advisor nearing retirement (preferably in Michigan) that would like to join my team to ultimately provide a capable succession plan for their valued clients.

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