Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Downers Grove, IL, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$500,000.00
# of Accounts
550
Avg Client Age
70
Overview

We are a comprehensive financial planning firm that focuses on overall financial wellness. We are looking to acquire/merge with an existing practice so that we can provide some scale. We are converting our practice to a more fee-based model but will still offer some commissionable products when appropriate.

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