$3.6MM AUM | $56,000 GDC in Rochester, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Rochester, MN, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$56,000.00
# of Accounts
850
Avg Client Age
45
Overview

I manage 110 households with 80% in fee-based business. I would like to purchase a book of business from someone leaving the practice OR join a practice under a succession plan. My goal is to sustainably grow my practice by ensuring all households receive the care and planning required.

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