$100MM AUM | $1MM GDC in Milwaukee, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Milwaukee, WI, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
228
Avg Client Age
55
Overview

My business partner and I are very interested in buying a practice. We are younger and growing quickly and would be interested in working with retiring advisor to obtain his/her book of business. Our firm would also provide a nice package for retirees and we can discuss how that would work with recruitment and overall compensation

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