$24MM AUM | $225,000 GDC in St. Paul, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
St. Paul, MN, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$24,000,000.00
Gross Revenue
$225,000.00
# of Accounts
27
Avg Client Age
65
Overview

I'm 56 and plan to be in practice for the next 20 years. My oldest child is 20. I would like my practice to be viable enough to offer a career one of my kids in 10 or 15 years. I KNOW I need a junior partner born in the 80s to help me build and grow the practice. I THINK it makes sense for me to partner with a planner born before 1955 who wants to exit the business.

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