$48MM AUM | $376,000 GDC in Minneapolis, MN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Minneapolis, MN, US
Fee 0% Commission 100%
Gross Revenue
$376,000
# of Accounts
15
Avg Client Age
42
Overview

Producing Branch Manager with a disciplined managed money practice. The hope is to find like minded advisors that are looking to leave their clients in the hands of an ethical professional who understands their needs and financial goals. In the same breath, I recognize the time and effort put into building a book of business and making sure that an advisor is compensated fairly and their reputation is held intact through any transition.

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