$2.5MM AUM | $18,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Houston, TX, US
Fee 0% Commission 100%
Gross Revenue
$18,000
# of Accounts
3
Avg Client Age
65
Overview

We are a Wealth Management firm founded by CPA's and CFP's in Houston, Texas. We are looking to grow organically by prospecting existing CPA clients and acquiring other practices. We feel prepared to work in a DOL world by embracing online, digital advice and web based financial planning at a reasonable cost. We still have a traditional wealth management offering for clients who want to work in person and review printed plans, and we have also prepared ourselves for change over the next several years by embracing technology and reducing overhead fees that are normally passed along to the client.

Extended Profile Information

Loading...