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Financial Advisor

$850,000 AUM | $6,000 GDC in Shelby Twp, MI

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Shelby Twp, MI, US
12 Month Gross Revenue
$6,000
Number of Accounts
40
Avg Client Age
45

Overview

I am a young advisor looking to partner with another like minded advisor who already has an established practice. This partnership would be built around the goal of either the advisor selling the practice outright, or structuring a partnership to put in place a succession plan.

 
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