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Financial Advisor

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

5% Comm
95% Fee

General

Location
Exton, PA, US
12 Month Gross Revenue
$800,000
Number 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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