$53MM AUM | $360,000 GDC in Ada, MI

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Successor
Location
Ada, MI, US
Fee 0% Commission 100%
$360,000
Gross Revenue
380
# of Accounts
56
Avg Client Age
Overview

I am in my mid-40s with a junior partner in his mid-20s, we are seeking opportunities to serve as the next generation for any advisors looking to have their legacy live on with their client base past their eventual retirement. We are open to all discussions related to very long, mid- or short transitions.
I am currently a fee-only (NAPFA-registered) advisor, but I would consider FINRA- and insurance-licensing as a business decision to fit a succession deal or merger. Although I don't sell annuities or insurance, I am a former actuary and know insurance/annuities well.

Extended Profile Information

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