$120MM AUM | $800,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
500
Avg Client Age
50
Overview

I run a concierge financial planning practice that focuses on managing the balance sheet of my individual, family and institutional relationships. I am looking to enhance the scale of my practice by purchasing a book of business and partnering with the owner of that business to make their transition into retirement as easy as possible.

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