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Financial Advisor   

$100MM AUM | $625,000 GDC in Effingham, IL

Member Level
Premier
Last Activity
2 weeks

Business Mix:

80% Comm
20% Fee

General

Location
Effingham, IL, US
12 Month Gross Revenue
$625,000
Number of Accounts
450
Avg Client Age
65

Overview

We are a firm with business throughout Central and Southern Illinois and surrounding states looking at the possibility of acquiring another practice that will be a good fit. Over the past 10 years, we have helped 3 other advisors transition their practices though buyout arrangements. In every situation, the buyer, the seller and the clients have been very satisfied with the transition.

 
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