$700MM AUM | $2.8MM GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$2,800,000.00
# of Accounts
400
Avg Client Age
50
Overview

Our team has the capability to prudently advise new clients. We focus on fee based advisory and third-party management of client assets. We currently work with high net worth families, foundations, endowments and corporate plans. If you are majority fee based and want to transition to retirement or a less active role, we should talk.

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