$15MM AUM | $200,000 GDC in Albany, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Albany, NY, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
150
Avg Client Age
50
Overview

My business is built on independence, objective planning, and excellent ongoing client service. I mainly focus on fee-based financial planning helping clients reach their goals. Because I have a wealth of experience and will continue my practice well into the future, I am looking to grow my business. I am hoping to find an advisor with a similar appreciation for their client base who is looking to transition their book of business to a like-minded and hard working advisor.

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