$55MM AUM | $500,000 GDC in Lansing, MI

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Lansing, MI, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
215
Avg Client Age
60
Overview

Shotwell Rutter Baer is an independent, fee-only registered investment advisory firm located in Lansing Michigan with clients throughout Michigan and in seven other states. Both owners are CFP practitioners with extensive experience and both adhere to the strictest fiduciary standard of always putting the interest of their clients first. We are in the process of growing our practice both in seeking CFP practitioners who share our philosophy and show an interest in joining our firm and in merging with other practices looking to protect their existing clients by thoughtful succession planning.

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