$20MM AUM | $100,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Succession
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
135
Avg Client Age
58
Overview

Independent Wealth Management Advisor and former Management Consultant, interested in local acquisition with 3-5 year Succession Plan and preferably $15-50 million in AUM. Practice focus -Institutional and Sole-Prop Retirement Plans, including Defined Benefit and Cash Balance Plans. Would consider merger with local RIA contingent upon future Succession Plan only. *No interest at all in Variable Annuities or VUL products.

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