$5MM AUM | $700,000 GDC in Blue Ash, OH

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Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Seller | Succession
Location
Blue Ash, OH, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
35
Overview

Sole practitioner, business consists of employee benefits, group medical for 40 companies, life insurance planning, long term care insurance, variable annuities, fixed annuities. 450 physician clients. Looking for successor who understood employee benefits and has similar capabilities.

Extended Profile Information

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