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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Barrington, IL, US
Fee 0% Commission 100%
$500,000
Gross Revenue
200
# of Accounts
70
Avg Client Age
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.

Extended Profile Information

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