This Wisconsin-based RIA provides its clients with comprehensive financial planning, investment advisory, insurance, and tax preparation services. This practice builds model portfolios for clients mainly consisting of mutual funds and ETFs and has long-tenured relationships with its 113 client households. The trailing 12-month revenue for this practice is $405,926, approximately 96% of which was from managing over $53 million in assets.
The ideal acquisition partner for this practice would be a firm with a proven track record of providing a high-touch, personalized client experience with a comprehensive suite of services and a deep bench. The ideal partner firm would have at least one CFP® on staff and a staff member that is knowledgeable on insurance products.