$12MM AUM | $150,000 GDC in Cherokee, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Cherokee, IA, US
Listing Type
Seller | Find Successor
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
300
Avg Client Age
60
Overview

Looking to retire within 3 years. I would like to have an agent come in and continue with the face-to-face relationship I have with my clients. My customers like coming in to an actual office in the area so this is important to them. This would include investments, insurance and planning for the future.

Located in Cherokee, IA. I own the building 50 x 100 and I renovated the building, there is room for 6 offices here and storage in the back of the building and I’d like to find someone who works with an organization who is looking for an opportunity to create a lifetime business or career for themselves or a group who has people that are looking around for an office that they could take over (building, furniture, everything in place ready to go).

100% commission based business all in brokerage, no fee based business.
Cash up front. Firm is CoreCap Investments.

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