$450MM AUM | $2.5MM GDC in Ada, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Ada, MI, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

Primarily focused on fee based business as well as fee based 401k/retirement plan practice. Practice consists of a widespread base of advisors. 70 year old advisor with 46 years experience. Main Principal advisor age 57 with 38 years in the business. 45 year old advisor with 15 years in the business. 40 year old advisor with 10 years in the business and a 30 year old advisor with 3 years in the business. Therefore we have room to acquire a practice with a good young base of advisors. We hope to begin buying up practices within our area from retiring advisors or advisors looking for a long range sale of their business.

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