Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lodi, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$400,000.00
# of Accounts
750
Avg Client Age
60
Overview

An independent advisor seeking business expansion through acquisition of an existing practice. Current business model is predominantly fee-based asset management with an emphasis on retirement income planning.

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