$18MM AUM | $145,000 GDC in White Bear Lake, MN

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
White Bear Lake, MN, US
Fee 0% Commission 100%
Gross Revenue
$145,000
# of Accounts
150
Avg Client Age
48
Overview

I am interested in buying or merging practices. I am also will to help someone who wants to retire convert their practice to advisory business and then buy their practice at a higher value. I also have office space to available. I focus on financial planning for a fee and then implementing the products that are required. I do mostly fee based investments that is split between advisor managed and third party managed. My passion leans more towards the planning side because I feel I can help people be more efficient with financial decisions and products.

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