$35MM AUM | $300,000 GDC in Naples, FL

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Naples, FL, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
250
Avg Client Age
62
Overview

Primarily fee based, comprehensive financial planning practice. Hope to find small practices where the advisor is leaving the industry to purchase their book of business if it makes sense.

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