$143MM AUM | $1MM GDC in De Pere, WI

Market
Advisor
Member Level
Lite
Last Activity
6 months or more
General
Listing Type
Buyer
Location
De Pere, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
1,300
Avg Client Age
60
Overview

We are a team practice that leads with financial advice and has discretion on managed accounts. We have an internal succession plan in place for the practice over the next 40 years. Our goal is to add advisors who are 1-3 years away from retirement who want to join a successful firm that has all the processes in place for them to join and transition their clients successfully.

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