$160MM AUM | $1.4MM GDC in Sterling Heights, MI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
205 days old
General
Listing Type
Buyer | Merge
Location
Sterling Heights, MI, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
3,000
Avg Client Age
62
Overview

We are a full service Wealth and tax management firm concentrating in financial planning with a heavy dose of tax and estate strategies. We hope to continue our quick growth by making strategic acquisitions based on out trademarked program that generally pays advisors 50-100% more than the average buyout formula.

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