$350 AUM | $1.8MM GDC in Columbia, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Columbia, SC, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
450
Avg Client Age
60
Overview

350mm++ practice currently converting to 100% fee based,. 401k, small institutions and High Net Worth Clients

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