Market
Advisor/RIA
Member Level
Lite
Last Activity
this month
General
Location
Pepper Pike, OH, US
Profile Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$275,000.00
# of Accounts
280
Avg Client Age
60
Overview

I own a fee-based advisory practice helping pre-retires develop a retirement income model and assisting business owners to monetize the value of their business. I am attempting to both acquire and establish continuity for my practice (not contingent on each other though).

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