$80MM AUM | $700,000 GDC in Appleton, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Appleton, WI, US
Fee 0% Commission 100%
$700,000
Gross Revenue
1,500
# of Accounts
65
Avg Client Age
Overview

We are a strategic wealth management firm, but have an affiliated CPA practice as well. We perform comprehensive strategic financial planning for our clients, who are in or near retirement. We are looking to add an advisor (or small team) to our firm. Our goals of this addition are economies of scale, collaboration, & continuity protection.

Extended Profile Information

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