$80MM AUM | $80,000 GDC in Issaquah, WA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Issaquah, WA, US
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
10
Overview

BlueCap Retirement Advisory is a retirement focused advisory practice working with employers to create effective retirement plans. I am founder and managing partner and bring 24+ years of qualified plan experience. Our practice brings best in class, institutional level plan design strategies and service models to the small and mid employer market. Looking to acquire practices that have a heavy concentration of retirement plans (401k, 403b, 457) and are near geographic markets of Seattle, Indianapolis and Denver.

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