$80MM AUM | $500,000 GDC in Boulder, CO

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Location
Boulder, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
250
Avg Client Age
55
Overview

As a CFP I believe in a wholistic approach to helping people manager there assets. I work with individuals and small businesses on everything from retirements plans for companies, retirement planning for individuals, insurance, annuities, college planning and asset allocation. My practice is currently about 60% fee based and the rest commision.

I'm looking to grow my business through acquistion of books of business.

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