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Financial Advisor   

$51MM AUM | $454,000 GDC in Delray Beach, FL

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Delray Beach, FL, US
12 Month Gross Revenue
$454,000
Number of Accounts
400
Avg Client Age
62

Overview

Fee based only advisor with Schwab as custodian, a spattering of inherited VAs.
Almost 30 years of experience, great staff and an extensive amount of experience in transitioning purchased firms.
Able to spend long amounts of time in any area to get acclimated with new practice, and open to maintaining staff and office space of the seller.
Upwards of 600k set aside for a practice purchase and typically like to have the seller paid off in the first year.
Very customer centric.

 
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