$3MM AUM | $25,000 GDC in Frisco, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Frisco, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
15
Avg Client Age
50
Overview

Experienced estate planning and asset protection attorney that has established an RIA (within past 2 years) and added wealth management services to help clients better protect and grow their wealth. 10 years of financial experience. Looking for firms/advisers wanting to sell a practice and have similar investment philosophies.

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