$15MM AUM | $150,000 GDC in Palm Harbor, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge | Succession
Location
Palm Harbor, FL, US
Fee 0% Commission 100%
Gross Revenue
$150,000
# of Accounts
200
Avg Client Age
50
Overview

We are a boutique independent advisory firm looking to grow our book of business. We focus on personalized client service with a comprehensive financial planning approach. We have office space for more independent advisors to operate with higher payouts than most firms.

Has Office Space to Share in Palm Harbor, FL

We have office space available to operate as an independent or as a team. Let me know what you are looking for and we'll see what we can work out.

Contact to discuss details
 
Extended Profile Information

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