$65MM AUM | $614,000 GDC in Berne, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Berne, IN, US
Fee 0% Commission 100%
Gross Revenue
$614,000.00
# of Accounts
700
Avg Client Age
65
Overview

23 years in business in a small town north/east of Indy. Looking to expand in the Indy area as a satellite office and transition my commission business into a fee based. 90% of my business is with VA/insurance. other 10% is made up of MF and fixed income.

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