Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Profile Age
812 days old
General
Location
South Bend, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$115,000,000.00
Gross Revenue
$1,095,000.00
# of Accounts
597
Avg Client Age
64
Overview

Our practice (founded in 1991) is a fee based wealth advisory practice that is looking to grow aggressively during the next 5 years. Our growth strategy consists of providing high quality client service, financial planning and wealth management service/advice to our clients that hopefully will result in us being referred to those who are family members, friends and co-workers of our satisfied clients. The lead advisor in the practice is a CFP Practitioner and the practice's client service model is created using the CFP Board's 7 Areas of Financial Planning methodology. We are open to acquiring a practice, merging with a practice or creating a succession plan with a practice that would be a compliment to our existing practice, team, and client service model.

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