$11MM AUM | $120,000 GDC in Glastonbury, CT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Glastonbury , CT, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
70
Avg Client Age
57
Overview

I am an independent CFP(r). I work with four CFP's and two assistants, and we focus on comprehensive financial planning. I am primarily fee-based, and my client's pay for comprehensive financial planning via their advisory fees. I am interested in purchasing a book of business with 50-100 clients in the size fo 25-50 Million AUM.

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