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Financial Advisor   

$25MM AUM | $500,000 GDC in Barrington, IL

Member Level
Basic
Last Activity
6 months or more

Business Mix:

60% Comm
40% Fee

General

Location
Barrington, IL, US
12 Month Gross Revenue
$500,000
Number of Accounts
200
Avg Client Age
70

Overview

We are a retiree and pre-retiree focused business. Our goal is to transition clients from the working accumulation years to the preservation and income years. We have offices in south Florida and northern Illinois. I am looking for advisors in the northern Illinois area who want to sell their book of fee based business. I would prefer smaller to medium sized books of business, 5-25 million, that I can merge into my practice.

 
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