$7MM AUM | $40,000 GDC in Kaukauna, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Kaukauna, WI, US
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
33
Avg Client Age
65
Overview

I operate a fee-based financial planning, and wealth management practice serving small business owners, professionals, and seniors. I am interested in joining an existing practice, and/or working in collaberation with a CPA/Attorney, and/or independent insurance agent to improve the overall value proposition delivered to clients.

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