Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Grandville, MI, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$400,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

We are looking to purchase a practice whose philosophy fits with our money management style and customer service model. We would prefer to work with an adviser who wishes to retire with in a 5 year period but remain active during that period and gradually transition to fewer and fewer hours worked.

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