$35MM AUM | $325,000 GDC in West Lake Hills, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
West Lake Hills, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$325,000.00
# of Accounts
150
Avg Client Age
45
Overview

Fourteen years of financial planning experience. 95% fee-based asset management with some financial planning and fixed insurance. Looking into the possibility of purchasing a practice within the state of Texas.

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