$325MM AUM | $2.2MM GDC in Ann Arbor, MI

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Ann Arbor, MI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$325,000,000.00
Gross Revenue
$2,250,000.00
# of Accounts
700
Avg Client Age
60
Overview

We are an RIA business focussed on the financial planning business model. We are a hybrid firm, but we are 98% advisory fee based, with significant trust industry experience and capabilities. We would like potential candidates who want to sell their book of business, and transition it to us over a period of time.

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