Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
972 days old
General
Location
Edina, MN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$51,000,000.00
Gross Revenue
$426,000.00
# of Accounts
125
Avg Client Age
57
Overview

I'm interested in working with an advisor who desires to exit the business while being well compensated for their life work while providing the knowledge that their clients will be treated professionally and competently in the future. I expect my role to be a facilitator who takes over the responsibility of serving the advisor's clients and helping him/her to retire knowing that his/her future as well as his/her clients' futures have been placed in good hands.

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