Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Eau Claire, WI, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,035,000.00
# of Accounts
795
Avg Client Age
60
Overview

I am interested in buying/merging another practice into my group. Willing to bring the Adviser on my team for a period of time (1-5 years) to ensure a smooth transition for their clients with a succession plan for the Adviser in the end.

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