$30MM AUM | $210,000 GDC in Boise, ID

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Succession | Continuity | Successor
Location
Boise, ID, US
Fee 0% Commission 100%
Gross Revenue
$210,000.00
# of Accounts
150
Avg Client Age
56
Overview

I am a young advisor with a CFP designation and over 7 years of financial planning experience. With the advent of the DOL's fiduciary rule, I would welcome a discussion with any advisors looking for a continuity or succession plan for their practice. I would be willing to move my practice with the senior advisor so they are not forced to repaper their clients.

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