$150MM AUM | $750,000 GDC in Birmingham, AL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Birmingham, AL, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
54
Avg Client Age
30
Overview

We are interested in purchasing a 401k practice or single plans.

Our firm focuses on 401k plans.
Working with the companies benefit budget, we tailor our solutions around employees being able to retire. We also serve as an ERISA 3(38).

Our team guides corporations and their employees through the heavily regulated world of retirement plans. We engage with you to understand your objectives to tailor our advice and solutions to best fit your company and employees. We partner with you to manage your plan’s risk, document a process for prudently monitoring your investments, benchmark your plan’s service providers, keep awareness of compliance regulatory changes, and educate your employees about your company’s retirement plan

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