Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Bloomfield Hills, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,120,000.00
# of Accounts
100
Avg Client Age
45
Overview

We are a growing firm that specializes in 401k retirement plans. We manage over 100 401k plans and are well positioned to bring on a professional financial advisor for our plan participants. We have over 5000 plan participants who are in need of financial advice. The firm/individual we are looking for will demonstrate a high competency at working with 401k participants from companies that we represent. Our BD is FSC we are looking for an individual who is either with FSC or willing to move to FSC.

For qualified firms we have transition money available. Let's talk.

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