$13MM AUM | $100,000 GDC in Plymouth, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
438 days old
General
Location
Plymouth, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$13,000,000.00
Gross Revenue
$100,000.00
# of Accounts
120
Avg Client Age
45
Overview

I am a CFP & CLU practicing as a wholistic planner looking to buy a book as part of a succession plan. I have 10 years of experience and a little over 1 year ago I left my partner to open my own firm. The clients that came with me provide income sufficient to support my lifestyle, but I have plenty of extra time to take over a book from an advisor looking to transition into retirement over 1-3 years.

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