$500MM AUM | $2.5MM GDC in Bloomington, MN

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
47 days old
General
Listing Type
Buyer | Merge
Location
Bloomington, MN, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

We are looking for advisors that are interested in offering a better solution to their customers outside of the standard firm directed solutions. The opportunity would be to merge with our business and benefit from our platform and service model. In addition, we are interested in advisors that would like to succession out and/or are looking for a partner or solution for retirement. We have a team of 4 advisors and 2 client associates. We offer custom portfolios and specialize in managing accounts on a discretionary basis. We don't shop our investments out to 3rd parties, in general, as it allows us to be more competitive from a cost stand point and more targeted within the investment approach. We are able to manage the risk more efficiently with a very specific buy discipline. More importantly, we have a sell discipline that can't be incorporated into the standard advisor's practice where investments are placed with 3rd party managers. We clear through Wells Fargo, but build our own custom portfolios. We offer financial planning, insurance and estate planning, and full balance sheet advice.

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