Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
268 days old
General
Location
Cedarburg, WI, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$50,000.00
# of Accounts
30
Avg Client Age
60
Overview

I am an advisor working in Cedarburg Wisconsin with a client average AUM of $500,000. I am seeking to purchase a smaller book of business within 10-15 miles of my current location in the range of 10-15 mm in assets. I have financing available through my RIA affiliate LPL Financial. My current business is 90% fee based and other practices with a majority of current fee based business would be preferred.

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