Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Rapid City, SD, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$600,000.00
# of Accounts
1,200
Avg Client Age
60
Overview

Independent advisory practice looking to enhance efficiency by collaborating with other like-minded professionals.
Current running hybrid model, plan to go 100% Fee only within the next 5 years.
Asset allocation and financial planning are preferred methodology.

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