Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Albert Lea, MN, US
Profile Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$37,000,000.00
Gross Revenue
$240,000.00
# of Accounts
387
Avg Client Age
60
Overview

I have a small practice with 37 Million AUM. Consisting of Advisory, Mutual Funds and Variable Annuity Business. Looking at selling my business with in the next 5 years (2023-2024) and would like to have succession plan in place prior to that.

My ideal buyer would be local or within a short distance away. I would consider bringing someone into my practice to work alongside for a little while before retiring.

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