$100MM AUM | $1.1MM GDC in Minneapolis, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
457 days old
General
Compatibility
Location
Minneapolis, MN, US
Listing Type
Seller
Fee 0% Commission 100%
Gross Revenue
$1,150,000.00
# of Accounts
450
Avg Client Age
65
Overview

Fee only comprehensive financial planning and investment management. Client relationships established with advisers employed by the firm.

We offer income tax planning with proprietary software and tax preparation to clients.

Shares of a national adviser owned trust company available that allow the appointment of a national corporate trustee with the adviser retained as the investment adviser.

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