Wealth Management Practice
Chicago, IL (Cook County)
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Asking Price: $1,500,000
Gross Revenue: $600,000
EBITDA: N/A
FF&E: N/A
Cash Flow: $600,000
Inventory: N/A
Established: N/A
Business Description
This is a wealth management practice for sale. Approximately $80 million in assets under management with 500 clients. Associated with a large national financial insurance network. Buyer should be ready to step into this rather than the seller to move out of his relationship. Great cash flow, gross revenues of approximately $600,000 a year. Ready for immediate transition.
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Detailed Information
Employees
5
Growth & Expansion
According to EY Global Wealth Model, global NIA will reach US $69,607 billion by 2021, increasing by almost one-quarter of the current volume, or at an annual growth rate of 4.7% through 2021. Wealth managers should be anticipating and seizing this market potential and enormous growth now.
