$20MM AUM | $120,000 GDC in Worthington, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Worthington, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$120,000.00
# of Accounts
150
Avg Client Age
56
Overview

I'm a comprehensive planner working with families and individuals to help clients develop and implement strategies related to retirement planning, wealth accumulation and preservation, personal risk management, college and estate planning goals. I'm looking to purchase a similar practice.

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