PRACTICE INFORMATION

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This fee-only RIA practice based in the Chicago area is focused on providing its clients with sound, well-reasoned investment advice. Most of the practice’s clients are not seeking to outperform the market, but to merely mitigate market volatility. The annual gross revenue for this practice is just over $83,000 from approximately $5.6 million in assets for the 14 households serviced. This practice presents a great tuck-in opportunity in the Chicago area.

The preferred buyer would be an RIA that has at least one staff member with the Certified Financial Planner® designation. The owner of this practice is retiring and would like a quick transition.

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