Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Middleton, WI, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$215,000.00
# of Accounts
150
Avg Client Age
60
Overview

I've been in the industry for roughly eight years. I'm looking to purchase an advisor's business and/or be part of an advisor's retirement and succession plan. My practice is focused on multi-disciplined planning and asset allocation advice. The majority of my clients are between 55-70. However, I also have a good portion of clients whom are high income earning young professionals. I would like to work with the selling / retiring advisor for a minimum of one year during the transition process to ensure client retention.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...