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

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Omaha, NE, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$180,000.00
# of Accounts
500
Avg Client Age
60
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.

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