$450MM AUM | $4.1MM GDC in Waukesha, WI

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Waukesha, WI, US
Fee 0% Commission 100%
Gross Revenue
$4,100,000
# of Accounts
500
Avg Client Age
60
Overview

We are looking to for several ways to partner with someone. We are looking for a practice to purchase from someone who is retiring, be a succession plan for a practice, or bring on another advisor with an existing book.l

Extended Profile Information

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