Overview

I co-owned a nationally known fee-only financial advisory firm near Chicago for 12 1/2 years. I sold that practice pursuant to a divorce in 2010. Now the dust has settled and, at 45, I'm looking to jump start the rebuilding process via an earn out of an established book of business. I'm only interested in paying for fee revenue with no affiliation with a broker dealer. At least $100k in annual recurring revenue would be a good place to start. I currently have an active RIA practice set up serving only family and friends at the moment.

Last Activity
6 months or more

Business Data

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