$6MM AUM | $40,000 GDC in Austin, TX

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Succession | Continuity
Location
Austin, TX, US
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
45
Avg Client Age
50
Overview

Fee only investment management including financial planning. Stocks, bonds, ETF's, mutual funds Emphasis on low transaction costs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred

Loading...