Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Skokie, IL, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$600,000.00
# of Accounts
500
Avg Client Age
55
Overview

Our business model focuses on helping families plan, save for, and protect their financial futures. We holistically integrate asset management, risk management, and tax efficiency in our clients plans. I would like to purchase a planning practice with assets in the 25-100M AUM range. Also would consider a merger with a like minded, client focused practitioner.

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