$7MM AUM | $40,000 GDC in Troy, IL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Troy, IL, US
Fee 0% Commission 100%
$40,000
Gross Revenue
80
# of Accounts
40
Avg Client Age
Overview

I am looking to acquire another firm of similar size to my solo advisory practice ($5-$10MM AUM) with mostly fee based clients. A bonus if opportunities to cross sell for health, life or disability insurance, or medicare supplements as I am licensed in all of those areas and have a robust insurance component to my business. I pride myself on being independent and not captive to one solution over another, and in constructing suitable recommendations and investment solutions that are tailored to each situation/investor.

Extended Profile Information

Loading...