Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
492 days old
General
Location
Oakbrook Terrace, IL, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$400,000.00
# of Accounts
600
Avg Client Age
52
Overview

We are a team of two advisors aged 38 and 64, looking to acquire practices. We are located in the Oak Brook area. Most new business is fee-based, and we are working to convert most of our practice to fee-based, in addition to flat financial planning fees. Independent broker-dealer. We do some life insurance as well, and the younger advisor manages 30 business clients for their employee benefits and some retirement plans.

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