$130MM AUM | $850,000 GDC in St. Louis Park, MN

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
St. Louis Park, MN, US
Fee 0% Commission 100%
$850,000
Gross Revenue
800
# of Accounts
58
Avg Client Age
Overview

I am a young, 57, 34 year veteran with a sizable practice but long history of attracting advisors and training/transitioning them. My practice is scaling up to handle more clients and I am likely to be a competitive bidder for the right type of practice. I primarily work with retirees and pre-retirees with households in excess of $500,000. I do have junior advisors available to serve smaller balances. I have had no disclosures/complaints in my career to date. I am a former accountant with a great deal income tax expertise.

Extended Profile Information

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