$450MM AUM | $1.6MM GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000
# of Accounts
840
Avg Client Age
55
Overview

We are a growing practice with $450M under management and a desire to grow our practice. We currently derive 70% of our revenue from retirement plan advising, and the other 30% from individual wealth management. Looking to aquire book(s) of business and if the situation is right, will entertain having the selling advisor transition out over a 3-5 yr period

Extended Profile Information

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