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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Yardley, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000
# 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.

Extended Profile Information

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