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Financial Advisor   

$400MM AUM | $1.8MM GDC in Yardley, PA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

25% Comm
75% Fee

General

Location
Yardley, PA, US
12 Month Gross Revenue
$1,800,000
Number of Accounts
1,450
Avg Client Age
60

Overview

Wealth management practice looking to partner with an advisor or advisor team that is looking to retire in the next 1-5 years.

We hope any advisor or advisor team that joins us will stay on for a period; anywhere from 1-3 years to help transition the book of business and ensure a smooth transition for both the advisor and clients.

 
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