$100MM AUM | $800,000 GDC in Greencastle, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Greencastle, IN, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
300
Avg Client Age
62
Overview

independent advisor for 30 years. commission and fee. do a lot of life and ltc also. still growing practice for next 10 years then slow down and look for succession options.

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