$225MM AUM | $1MM GDC in Green Bay, WI

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Green Bay, WI, US
Fee 0% Commission 100%
Gross Revenue
$1,033,000
# of Accounts
2,500
Avg Client Age
62
Overview

Since 2010 our business model has been trending fee-based. Currently operating in a Hybrid Advisory model. Future book acquisitions will be based on fee-based potential and recurring revenue compensation. Since 2000 we have been part of 9 business transitions and we are in the planning stages for another 3 acquisitions.

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