$2MM AUM | $50,000 GDC in Bryan, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Merge | Succession | Continuity
Location
Bryan, TX, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
20
Avg Client Age
63
Overview

Small, Independent, one man, IAR in central Texas. Started in 2013 and I am 68 now. I came out of retirement to start this advisory practice. I created software called "Retirement Test Drive" to do comprehensive retirement planning with retirees. Very interested in succession planning via haveing a younger advisor join me to ultimately take over the practice.

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