$250MM AUM | $1.8MM GDC in Birmingham, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Birmingham, MI, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

Our practice is a father-son team that has transitioned from transactional to brokerage. We have a multigenerational approach although many clients are single generation as well, usually in retirement or near. We are looking to work with new households that fit a fee based model.

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