$11MM AUM | $69,000 GDC in Rapid City, SD

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Rapid City, SD, US
Fee 0% Commission 100%
Gross Revenue
$69,000
# of Accounts
100
Avg Client Age
60
Overview

I am looking to partner with a Financial Advisor that is considering retirement or a slow transition into retirement and interested in eventually selling their book of business to an ambitious and client-first focused Advisor when the time comes.

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