$300MM AUM | $2.8MM GDC in Plymouth, MN

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Plymouth, MN, US
Fee 0% Commission 100%
Gross Revenue
$2,750,000
# of Accounts
1,200
Avg Client Age
65
Overview

Looking to grow my practice through acquisitions. I offer full service financial planning on a fee-based model. Bulk of assets are in RIA managed no-load mutual fund accounts custodied at Schwab and SEI.

Extended Profile Information

Loading...