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Financial Advisor   

$40MM AUM | $325,000 GDC in Prior Lake, MN

Member Level
Basic
Last Activity
today

Business Mix:

15% Comm
85% Fee

General

Location
Prior Lake, MN, US
12 Month Gross Revenue
$325,000
Number of Accounts
400
Avg Client Age
50

Overview

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 ___-___-____.

Thank you-
Ken

 
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