$10MM AUM | $150,000 GDC in Boerne, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Boerne, TX, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
50
Avg Client Age
55
Overview

State registered RIA, fee only investment management, no broker dealer affiliation. Approximately 50 percent in individual accounts and 50 percent in 401(k) business. Growth emphasis in the 401(k) market.

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