$22MM AUM | $160,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$160,000
# of Accounts
150
Avg Client Age
50
Overview

A fee-based comprehensive planning practice that I started 10 years ago at 22 years old. My two niche markets are retirees and young professionals/millennials. I am interesting in exploring possible opportunities of being a successor and/or purchasing a practice.

Extended Profile Information

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