$20MM AUM | $250,000 GDC in Somewhere, ME

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Somewhere , ME, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
190
Avg Client Age
56
Overview

I am a young and energetic advisor who loves to hunt for new business. My vision is to create a transparent practice that allows me to complete a financial plan for every client and then use those results as a fundamental basis for their investment plan, which would ideally be managed money. Doing right by the client is my first and foremost objective.

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