$13MM AUM | $75,000 GDC in New Berlin, WI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
New Berlin, WI, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$75,000.00
# of Accounts
200
Avg Client Age
50
Overview

I have a continually growing business mostly by referrals. I am an independent advisor with access to the best solutions for my clients and service those clients like family. I am actively seeking businesses that are for sale or that are looking for a talented young successor to come in and eventually take over. I have no problem working for many years to accomplish the succession plan. I utilize mostly managed money accounts but also use annuities, life insurance, alternative investments and anything else that is the right solution for my clients.

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