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SL advisors Listing
Financial Advisor   

$86MM AUM | $1.1MM GDC in Indianapolis, IN

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Indianapolis, IN, US
12 Month Gross Revenue
$1,150,000
Number of Accounts
155
Avg Client Age
55

Overview

95% fee based, Plenty of capacity. Looking to acquire assets and do comprehensive goals based planning to transition those households onto our broad platform

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
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Financing Resources
Acquisition Guidance
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