$120MM AUM | $750,000 GDC in Cottonwood Heights, UT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Cottonwood Heights, UT, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
350
Avg Client Age
58
Overview

My partner and I focus on a comprehensive planning approach. We have constructed our own models to manage our clients' money, and do this on a discretionary basis. We do not outsource our asset management. This gives us fee and tax management advantages. We also work with companies and their corporate retirement plan(s). We have intentionally cleaned up our book in order to have the capacity to purchase another practice, at some point.

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