PRACTICE INFORMATION

Resized 22-392 Minnesota Headers and ChartsResized 22-392 Minnesota Headers and Charts219-251-header2

This well-established fee-only RIA is based in the suburbs of Minneapolis, Minnesota. This well-credential team, services roughly 311 client households, generating approximately $2.45 million in trailing 12-months revenue from managing approximately $313 million in client assets.

The ideal acquisition partner for this RIA is a fee-only, planning first RIA that also offers in-house tax preparation and planning. The founding partner of this RIA is looking to retire whereas this RIA’s junior partner and staff are seeking meaningful employment with the acquiring firm post-sale.

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