PRACTICE INFORMATION

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This fee-only RIA is focused on providing comprehensive planning and wealth management services to individuals, families, and small business clients in Wisconsin. This practice has trailing 12 months revenue of $988,869, all of which is recurring, fee-based revenue on $130 million in managed assets from 134 households.

The ideal buyer would be a fee-only RIA focused on providing objective, well-researched and reasoned wealth management advice to clients. As a Sell & Stay® opportunity, the two principals and one support staff member wish to remain post-sale. Additionally, the preferred buyer would have an established presence in Wisconsin and be willing to assume the practice’s current office lease.

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