$75MM AUM | $200,000 GDC in Winona, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
407 days old
General
Compatibility
Location
Winona, MN, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

Looking to acquire local practices who are retiring in the next few years and are looking for someone to continue on their hard work. Currently provide holistic planning services with a focus on being transparent and fee-based. My mission is to provide clients with a first class experience by drawing on my farming background, Winona's natural beauty, and my industry experience since 2007. I meet most of my clients at their house, though some choose to meet me at my office located in the bluffs surrounding Winona.

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