$13MM AUM | $80,000 GDC in Cleveland, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cleveland, OH, US
Fee 0% Commission 100%
$80,000
Gross Revenue
100
# of Accounts
55
Avg Client Age
Overview

I'm a certified financial planner looking to expand my fee-based book of business. Our clients receive comprehensive financial planning in addition to investment management services. Our revenues are 35% annuities, 25% tax planning and preparation, 20% fee-based, 20% commissions

Extended Profile Information

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