Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Sugar Land, TX, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$25.00
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
45
Overview

Recently went independent. Looking to purchase a small practice that has potential. Current book is 85% fee based. I am a CFP and my partner is an CRPC. I am 62 years old, female Jon is 32 years old and is my succession plan.

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