$20MM AUM | $180,000 GDC in Omaha, NE

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Omaha, NE, US
Fee 0% Commission 100%
$180,000
Gross Revenue
500
# of Accounts
60
Avg Client Age
Overview

A holistic wealth management service. Currently, the primary product mix is heavier weighted on commission based over fee based. I am looking to transition my business model to become primarily fee based.

Extended Profile Information

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