Join or Login for Access

SL advisors Listing
Financial Advisor

$35MM AUM | $300,000 GDC in Prior Lake, MN

Member Level
Basic
Last Activity
this week

Business Mix:

15% Comm
85% Fee

General

Location
Prior Lake, MN, US
12 Month Gross Revenue
$300,000
Number of Accounts
300
Avg Client Age
50

Overview

Looking to purchase/transition investment management practice from an individual or firm that is retiring or looking for a succession plan. I offer straight fee or percentage based asset management along with financial planning analysis for my clients. I have been practicing for 17 years and since 2010 as an independent advisor. I can be reached at
___-___-____.

Thank you-

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging