$50MM AUM | $300,000 GDC in Loveland, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Loveland, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50.00
Gross Revenue
$300,000.00
# of Accounts
600
Avg Client Age
60
Overview

I am a commission based business transitioning to fee based. Looking to purchase or merge with an existing advisor. I would like to keep office employees employed after completion. I am still fairly young and plan on staying in the business for 15 to 20 years.

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