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SL advisors Listing
Financial Advisor   

$10MM AUM | $250,000 GDC in Chicago, IL

Member Level
Basic
Last Activity
this week
Listing Age
30 days old

Business Mix:

10% Comm
90% Fee

General

Location
Chicago, IL, US
12 Month Gross Revenue
$250,000
Number of Accounts
250
Avg Client Age
45

Overview

Looking to take over your practice via a strategic merge or structure 2-5 year transition/purchase of existing business, preferably a primarily fee based practice that also appreciates insurance.

 
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