Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Eden Prairie, MN, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$385,000.00
# of Accounts
320
Avg Client Age
55
Overview

We are a small, client-centric firm, 80% fee-based, located in Eden Prairie, MN. We specialize in comprehensive financial planning, investment management, risk management, and equity compensation analysis. We work on a referral basis and have been in business for almost 25 years. We are looking for acquisition of a solo firm that is in the Twin Cities, that shares our values and strong ethics, and commitment to a high level of client service.

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