$12MM AUM | $100,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
68
Avg Client Age
63
Overview

I am with a fee based firm working primarily with pre-retirees and retirees. We have systems in place to maximize SocIal Security and integrate into full retirement & income plan. We focus primarily on the fee based side of the business.

Looking to partner with an established advisor as advisor is looking to phase out of financial services or cut back significantly over time.

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