$250MM AUM | $2.2MM GDC in Minneapolis, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Minneapolis, MN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$2,200,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

We are a financial planning practice focusing on business owners. Through our financial planning process we consult with our business owners on their various retirement plans and therefore have a retirement plan division that supports these objectives. We are located in Minneapolis and have clients all over the tri-state area and further. Although we have an affiliation with a Broker/Dealer we primarily utilize our independent SEC-registered RIA for our investment management, financial planning, and retirement plan consulting businesses. We have built a practice that is designed to allow for our senior advisors to retire at the speed in which they desire and for the clients to be comfortable with the transition as it is a slower process that allows for frequent interaction from the younger advisors and financial planning team over time. We are looking for advisors that are either looking to merge or are at their later stages of their career and looking to exit at their own pace.

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