$150MM AUM | $1.1MM GDC in Manitowoc, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Manitowoc, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,050,000.00
# of Accounts
475
Avg Client Age
60
Overview

We are a fee based, independent RIA that uses Schwab as custodian. Client relationships are built on a financial plan before deciding on investment strategy. We utilize individual securities and mutual funds. We are a "high touch" practice that uses a team approach to client relationships. We are building for the next generation to take over the practice and are looking to expand our footprint beyond Manitowoc, WI. We have grown organically to date, but if the right fit were found we would consider a purchase.

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