$9MM AUM | $70,000 GDC in Long Beach, NY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Long Beach, NY, US
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
110
Avg Client Age
40
Overview

My business is focused on providing an excellent client experience. I frequently call clients to stay in touch and make sure Their investment objectives are in line with the service and results I am providing. Most of my clients are in the accumulation phase and we have laid out an investment and retirement plan through our Envision planning tool.
I am looking to provide that same high level of service to future clients of a sunsetting practice or book of business

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