Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Profile Age
262 days old
General
Location
Grand Rapids, MI, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$60,000.00
# of Accounts
150
Avg Client Age
60
Overview

In the Greater Grand Rapids, MI, area, I'm looking to buy a practice that is generating approximately $50K to $75K in GDC annually with AUM/Book of Business that is somewhere around $10M to $15M. Ideally, the average age of the clients would be between 40 to 60 years of age. I would also be open to discussing the possibility of adding a younger advisor, provided they have the appropriate licenses & registrations and would be a candidate suitably fit to merge with my existing operation.

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