$17MM AUM | $130,000 GDC in Neptune Beach, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Neptune Beach, FL, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$17,500,000.00
Gross Revenue
$130,000.00
# of Accounts
81
Avg Client Age
63
Overview

I have narrowed my focus to retirement planning for private wealth, and more narrowly distribution/income planning. I center my practice on risk based planning approach. I am looking to expand my practice in a merge or a succession plan.

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