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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Prior Lake, MN, US
Fee 0% Commission 100%
$325,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
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

Extended Profile Information

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