$200MM AUM | $1.4MM GDC in Boise, ID

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Boise, ID, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
850
Avg Client Age
60
Overview

We're a fee-only ardent NAPFA member that offers a wide range of financial planning services. One partner is a Harvard MBA, CFA and the other is a CFP with an quantitative econ degree from UC Berkeley. We have three support staff. The client is the only source of income.

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