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

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Continuity
Location
Exton, PA, US
Fee 0% Commission 100%
$800,000
Gross Revenue
300
# of Accounts
60
Avg Client Age
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.

Extended Profile Information

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