$40MM AUM | $350,000 GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
175
Avg Client Age
55
Overview

I work with OPERS and STRS employees helping them to make great decision with their retirement plan. I also focused in asset management, charging 1% and using low cost index funds. As a CFP I do comprehensive planning for the majority of my client base. I hope to purchase a business that is a relationship and not a transaction business. Most of my business is fee based Advisory accounts.

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