$9MM AUM | $80,000 GDC in Krakow, WI

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Krakow, WI, US
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
73
Avg Client Age
59
Overview

Restart for a 25 year veteran, looking to purchase a financial planning practice with minimum of 5mm in aum, max of 50mm aum. I'm not interested in any insurance heavy business', preference would have an average account size $250k as my business is focused on fee based asset management which includes financial planning as the value prop.

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