Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Farmington Hillls, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
2,325
Avg Client Age
55
Overview

We are a team with experience in succession planning. We have the people and systems in place with capacity to provide a great experience for your clients and a smooth transition for your practice. We would appreciate the opportunity to discuss your succession opportunities.

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