Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Waukesha, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$900,000,000.00
Gross Revenue
$6,000,000.00
# of Accounts
800
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.

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