$100MM AUM | $1MM GDC in Brainerd Lakes Area, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Brainerd Lakes Area, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
1,000
Avg Client Age
58
Overview

Independent Retirement Planning and Wealth Management practice seeking advisors that are interested in partnering with energetic, independently-minded and service oriented team to provide succession services. Our firm has a stellar track record in successfully transitioning existing practices and is experienced in helping you implement your exit strategy. Through thoughtful acquisition, we are positioned to provide value and service to your clients, helping to create the legacy you hope to leave behind.

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