Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
858 days old
General
Location
Fort Wayne, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$225,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Five person team(3 advisors, 2 support) with nearly 50 years experience. We are aligned with a regional firm focused on Planning and Asset Management. HIgh touch, high service model using both fee and commission models based on client need. Looking to expand market share with a high quality practice that we could integrate in our practice with similar culture and values. Younger team members looking to grow the practice and transition to the next generation.

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