$15MM AUM | $150,000 GDC in Horsham, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Horsham, PA, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
45
Avg Client Age
55
Overview

My practice focuses on retirement planning for individuals and business owners along with providing retirement plans (401k, etc..) to privately held businesses and professional practices (medical, legal, dental, etc..). As a 42 year old coming from the insurance world, my goal is to build my fee based revenue and AUM as quickly as possible while providing excellent customer service to my all of my clients.

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