$10MM AUM | $100,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
68
Avg Client Age
50
Overview

I am an under 40 advisor with 10 years of experience in the profession. I work primarily with individual clients ages 45 to 60 and 401(k) plans. I am in the process of moving from a commission based to a fee based model. I have a smaller book of business and am looking to purchase a small to mid sized book of business as a growth strategy.

Extended Profile Information

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