$30MM AUM | $200,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Join A Practice
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
225
Avg Client Age
55
Overview

Transitioning from brokerage to fee based practice in my book of business. Looking to potentially acquire a book of business from an established industry veteran looking for a qualified, motivated successor.

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