$50MM AUM | $500,000 GDC in Beachwood, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Beachwood, OH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
80
Avg Client Age
55
Overview

I have a financial practice that focuses on comprehensive financial planning. We are primarily fee-based. I have an office manager who is 27 years old and has been with me over three years and an associate who has also been with me for over three years. We are currentlly affiliated with Cambridge and represent ourselves as being "independent" as to our advice.

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