$35MM AUM | $305,000 GDC in Bellevue, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Join A Practice
Location
Bellevue, WA, US
Fee 0% Commission 100%
Gross Revenue
$305,000.00
# of Accounts
185
Avg Client Age
48
Overview

Fee-based Financial Planner; 90% of my revenue is generated from these Planning clients. I have a well balanced mix of Protection and Investment produce solutions in place. I am looking for acquisition and merger opportunities to broaden my asset/income base with 10 years to retirement. Want to increase assets under management and continue the excellent client relationships a previous advisor has developed to bring value to our firm's (or an independent firm's) internal 'Teaming/Partnering' initiative.

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