$200MM AUM | $120,000 GDC in Champaign, IL

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
398 days old
General
Compatibility
Location
Champaign, IL, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$120,000.00
# of Accounts
300
Avg Client Age
45
Overview

I am a Financial Planner, along with another adviser with Northwestern Mutual looking to buy an investment business. We generate most of our revenue from AUM, but also through insurance, Fee Based Financial Planning, and 401(k) plans with employers. We believe in comprehensive financial planning for everyone and fitting the compensation model to whatever is best for the client.

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