$25MM AUM | $450,000 GDC in Jamison, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Jamison, PA, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
350
Avg Client Age
55
Overview

Comprehensive fee based financial planning and asset management. Our practice is largely made up of individuals in the 50 plus age bracket. We use proprietary software for retirement planning, and we are looking to add quality clients to our practice, and purchase a book of business that is primarily fee based.

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