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Financial Advisor   

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

Member Level
Basic
Last Activity
today

Business Mix:

82% Comm
18% Fee

General

Location
Oak Park, MI, US
12 Month Gross Revenue
$500,000
Number 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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