$100MM AUM | $750,000 GDC in Wayzata, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Wayzata, MN, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

I have an independent practice within a large broker dealer. Seeking advisor that is looking to retire or reduce work load with the next 2-3 years. $200,000 producer would be ideal. Very flexible on your wants/needs. Also seeking younger experienced advisor (2 years at least) that would be interested in working with the bottom 5 to 10 million in client assets within my practice along with their own clients. I have experience with two full practice acquisitions and six partial acquisitions.

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