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$350MM AUM | $5.2MM GDC in Minneapolis, MN

buyer | merge | continuity | join a practice

$5,200,000.00 Rev/Year
97% Fee
3% Commission
We embrace your independence and entrepreneurial spirit by providing you with the technology and back-office support, compliance and fiduciary services, and robust marketing platform needed to fulfill your obligations and grow your business. In a word, we bring you Clarity. Impending DoL rules and regulations, the emergence of robo-advising, and the continuous shift towards digital marketing may have you looking for a new and better home for you and your clients. From customized, actively managed portfolio management to back-office support and client education along with ETF models and custom research capabilities, we have the experience to successfully help you make the move to independence. We are open to acquiring books and helping advisors develop a succession plan. Location is not a factor as we have tools, resources and relationships to manage books outside our current locations.

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