$50MM AUM | $450,000 GDC in Baltimore, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Baltimore, OH, US
Fee 0% Commission 100%
Gross Revenue
$450,000
# of Accounts
350
Avg Client Age
58
Overview

My practice is made up of two advisors and we are a wealth management firm. Our ideal client is a small business owner and executives of companies. We do a full financial plan and the investments for our clients. I am a Dave Ramsey Smart Vestor Pro.

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