$205MM AUM | $1.4MM GDC in Mentor, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Mentor, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
800
Avg Client Age
60
Overview

We are a comprehensive wealth management firm that is partnered with a 50-person accounting firm. We are interested in exploring options with advisors looking to transition or considering succession and continuity planning.

In the past 5 years, we have assisted four advisors develop and implement succession plans with us.

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