Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Easton, CT, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
60
Overview

My business is consulting base; i.e., Financial Life Management Model. Looking to increase customer base. Work on Retainer or Hourly Fee. AUM is secondary objective.

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