Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Dayton, OH, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
300
Avg Client Age
50
Overview

Financial planning and investment firm, moving towards fee only. I hope to grow this practice to attract younger planners before I retire.

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