Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Sylvania, OH, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$300,000.00
# of Accounts
200
Avg Client Age
65
Overview

I am looking to buy a book of business in Ohio or Michigan. I am open to fee based books as well as commission based books. I have been in the business for 18 years and looking to expand. I am willing to keep seller onboard during transition period. I would be willing or open to change BD's for the right situation. Let's have a conversation! Please contact me for further discussions.

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