$35MM AUM | $375,000 GDC in Tip City, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Tip City, OH, US
Fee 0% Commission 100%
Gross Revenue
$375,000
# of Accounts
500
Avg Client Age
63
Overview

We are looking to grow our independent RIA, Brokerage, Financial Planning, and Insurance practice via merger or acquisitions. Our advisors receive high payouts and own their own book of business. We also provide our advisors a buy/seLL agreement protecting theirrs families in the event of premature death or disability.

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