We are a firm location in the Great Lakes Bay Region of Michigan and looking to acquire a practice that is fee based or currently commission. We do fee only money management, with a fee based Variable Annuity option to handle VA's.
The ideal practice will have an existing revenue from fees, but we will analyze anything.
We're very flexible and have Insurance licenses for Life or Fixed Annuity policies to service. 90% of what we do is fee based AUM.
We want you to consider giving us an option to review with you.
Our current size is very close to 50 Million looking for 15M - 65M opportunities.
Please contact Matt.
18 Years Industry Experience, Series 7, 66
3 IARs and a Client Service Associate