$56MM AUM | $355,000 GDC in Excelsior, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
440 days old
General
Location
Excelsior, MN, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$56,000,000.00
Gross Revenue
$355,000.00
# of Accounts
230
Avg Client Age
57
Overview

WRAP or commission based which ever best for client. Practice is weighted towards WRAP where I can trade with discretion and focus client contact on Financial Planning Strategies and their "whole life" picture and goals. Hoping to connect with another advisor/advisor practice where we can join forces via either me buying or we merge businesses providing economies of scale for a small office. Eventually looking for succession solution for my practice. Very happy with my current broker-dealer Mid Atlantic Capital - entrepreneurial minded, focused on providing the Advisor (me) with excellent support for my clients. Succession planning yes, but also hoping to continue to grow the business over the next few years first. My current office set up is such that adding an advisor or advisor team would be essentially turn-key both for office space and systems set up. Easy to set up and operate.

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