PRACTICE INFORMATION

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Located in Minnesota’s Twin Cities, this IAR/RR firm takes pride in its client-centric, values-based approach to financial planning and investments. Using a comprehensive approach to wealth management, the firm strives to bring clarity and confidence to each client’s financial decisions. Annual gross revenue for this firm is approximately $835,000, of which $786,000 is fee income from $108 million in managed assets, most of which is charged on a flat fee basis.

The principals seek an acquiring firm where responsiveness and forging a connection of trust with each client is paramount to their service philosophy. Interested buyers should have defined operational processes and use technology to enhance client service and internal efficiencies, have at least one Certified Financial Planner™ on staff, and an existing presence in the Twin Cities area. The firm’s two principals and a staff member wish to remain post-sale.

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