$15MM AUM | $150,000 GDC in Melbourne, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Melbourne, FL, US
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
430
Avg Client Age
55
Overview

Both fee, but mostly commission based Financial Advisor (CFP candidate) with ecletic mix of clients/investments including life and LTC insurances. Small practice looking for potential growth via partnership with evenutal buy out. Working with divorcing clients as well with my CDFA designation.

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