$2,200MM AUM | $3MM GDC in Maitland, FL

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Maitland, FL, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000.00
# of Accounts
90
Avg Client Age
45
Overview

we're a retirement plan advisor but have wealth management partners that will purchase a hybrid practice with us or entertain a merger. I am more interested in picking up retirement plans. I am hearing there are many practices that have small blocks of retirement plan client

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