Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Basic
Last Activity
today
Listing Age
81 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 1-5 year transition/purchase of existing business, preferably a primarily fee based / aum practice that also appreciates, planning, insurance, and annuities. Please contact me if you are looking to sell or transition into retirement.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging