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Financial Advisor

$34MM AUM | $250,000 GDC in Eden Prairie, MN

Member Level
Premier
Last Activity
within 3 months

Business Mix:

15% Comm
85% Fee

General

Location
Eden Prairie, MN, US
12 Month Gross Revenue
$250,000
Number 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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