$100MM AUM | $600,000 GDC in Carlisle, PA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Carlisle, PA, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
960
Avg Client Age
55
Overview

Seeking advisors interested in joining, or transitioning their book to an established firm. We have developed strategies that will leverage your existing client relationships into significant added revenue. We have the ability to leverage our resources and experience to help you focus on growing your practice. If you are planning your exit strategy, we have a Transition to Retirement strategy that will provide an income stream and ensure your clients continue to receive the service they deserve. If you are an independent advisor looking for a retirement option, we are your solution.

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