Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Brighton , MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$677,980.00
# of Accounts
1,115
Avg Client Age
63
Overview

We believe that the next wave of personal Financial Planning Services; post the DOL regulations will be a team of professionals of various ages sharing support team professionals and best practices. We currently have bandwidth to purchase practices and service those client relationships with a high touch Financial Planning model that puts the clients’ goal setting and needs above our own short-term wants.

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