$35MM AUM | $245,000 GDC in Rochester, MN

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Successor
Location
Rochester , MN, US
Fee 0% Commission 100%
Gross Revenue
$245,000
# of Accounts
380
Avg Client Age
380
Overview

I run a small book ($35MM) comprised of approximately 80% fee based, and 20% commission (insurance and investment) based. I currently live in the Twin Cities, and am looking to partner or purchase a practice to expand my business in the Twin Cities metro area. I hold a Certified Financial Planner designation.

Extended Profile Information

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