$40MM AUM | $325,000 GDC in Prior Lake, MN
Member is Interested In:
We are looking to purchase/transition an investment management practice from an individual or firm that is retiring or looking for a succession plan. We offer straight fee or percentage based asset management. We also perform a financial planning analysis for our clients. I have been practicing for 17 years and since 2010 as an independent advisor. I can be reached at ___-___-____.