$30MM AUM | $300,000 GDC in Howell, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Howell, MI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am seeking to purchase a practice and would like to have a conversation with those looking to sell within 0-3 years. My # is ___-___-____

I have 14 years of experience, 37 years old, CERTIFIED FINANCIAL PLANNER™, $500k producer, Series 7, 65, Life, P&C licences, and have leadership experience.

I spent the first 11 years of my career building a practice I didn't own. While I am grateful for my experiences, it became apparent to me that I needed to build something for myself and my family.

I believe I could serve as an ideal successor as I am experienced, but yet have several years ahead of me. I also have capacity since I went into rebuild mode just 3 years ago.

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