$70MM AUM | $350,000 GDC in Nashville, TN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Nashville, TN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
600
Avg Client Age
60
Overview

I co-own an independent advisory business with a local bank. I am young and motivated and operate a business that consists of an old-fashioned style of servicing clients mixed with a very modern approach to portfolio design and practice management.

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