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Financial Advisor

$400MM AUM | $4MM GDC in Alexandria, VA

Member Level
Basic
Last Activity
this month

Business Mix:

25% Comm
75% Fee

General

Location
Alexandria, VA, US
12 Month Gross Revenue
$4,000,000
Number of Accounts
1,000
Avg Client Age
67

Overview

We are a retirement planning company growing through our own aggressive evergreen marketing system. We also have a big appetite to merge/purchase/partner with smaller firms looking for better opportunities and/or an exit strategy. Our marketing strategies can/will help any firm grown significantly. We have a system to bring in new clients and also a way to service them well and keep retention very high (97%+).
And we (me and my entire team) are having a fun time doing it.

 
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