$35MM AUM | $500,000 GDC in Oak Park, MI

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Oak Park, MI, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
300
Avg Client Age
65
Overview

We are a family firm of two Financial Advisors [one CFP(R)]. We are looking to buy a practice or merge with a larger firm. We are in the process of moving to more of a fee-based model. We would like to be a succession or continuity partner for a retiring Advisor. We consider ourselves to be Financial Planners who take a holistic approach, focusing on Financial Wellness for our clients.

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