Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Lansing, MI, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$1,250,000.00
# of Accounts
1,300
Avg Client Age
60
Overview

We are a full service retirement planning practice with over 36 years experience. Our firm is completely referral based and we normally see 5-7 clients per day. Currently we are looking to bring in another advisor to service the volume of clients we have or possibly segment our client base into a more manageable level per advisor. In 8-10 years the owner plans to transition out of the business.

An advisor looking to join our firm will need to be willing to learn and follow our proprietary processes that have made us so successful. Training and time involved to transition into the advisor role with us and be able to acquire and service clients independently could take up to a year, depending on experience. Compensation during this time would include a combination of salary, draw, and/or commissions. This is a unique position for someone with a great amount of integrity that is willing to put in the work, not just trying to "get rich quick".

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