Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Orland Park, IL, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are looking for strategic acquisitions to grow our firm. We are an experienced team who formed their own practice after 13 years inside of a wirehouse managing a $100 million AUM practice. CFPs, fee for service planners, fee-based AUM with very minimal commission revenue. Experts in converting commission practices to fee-based AUM. Open to being a succession plan/acquisition option for an advisor looking for a phase out approach.

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