$31MM AUM | $250,000 GDC in Chicago, IL

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Chicago, IL, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
98
Avg Client Age
48
Overview

BAM Alliance Firm based in downtown Chicago. Fee only. Evidence based investing. Interested in growing through small, targeted acquisitions of practices that are a good fit in terms of both client size/type and service/fee model. We custody at Schwab, TD Ameritrade and Fidelity and prefer acquisitions of practices that use one or more of those. $750K minimum client size. Not entirely inflexible about that, but prefer a book where most clients will satisfy that minimum.
Only interested in practices that are fee only or fee based but predominately based on AUM fees.

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