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Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$160,000
Number 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.

 
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