$40MM AUM | $500,000 GDC in Akron, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Akron, OH, US
Fee 0% Commission 100%
Gross Revenue
$500,000
# of Accounts
250
Avg Client Age
55
Overview

I am a 35 year old advisor with 13+ years with experience working on a team that manages over 100 million dollars in AUM. We are looking to buy practices or help a senior advisor retire out of the business in the next 5 years. We have multiple CFP's on the team currently and have a holistic approach to helping clients reach their goals and objectives.

Extended Profile Information

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