$40MM AUM | $320,000 Rev in
Southwest Suburbs, IL
We are a 40 year old established financial planning/investment advisory firm. We manage our clients assets, use etfs, stocks and individual bonds. Our clients are primarily retirees and clients over age 50. They are a very loyal clientele with most accounts with us over 15 years. 95% of the assets are held at Schwab. I would need a 50% partner up front for 1 year then transition out. A very attractive office condo is part of the buyout, its in a very prestigious area. There are several attorneys who sub lease from us that help clients with estate planning needs. We do not sell products.