$100MM AUM | $800,000 GDC in Exton, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Exton, PA, US
Profile Type
Continuity | Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$800,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are a primarily fee based hybrid team that uses financial planning and best in class technology as a value add to our clients. We are searching for like minded advisors looking to exit the industry within the next five years. We are also interested in advisors wanting to aggressively grow their business using a wholistic wealth management approach.

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