$85,000 AUM | $420,000 GDC in Bowling Green, OH

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Bowling Green, OH, US
Fee 0% Commission 100%
$420,000
Gross Revenue
1,800
# of Accounts
55
Avg Client Age
Overview

Full service, client friendly practice looking to acquire or transition a practice from a retiring or departing advisor, registered rep or insurance sales person.
Currently 85 Million AUM - 40% Comm products, 60% fee.
Comm Prod: - M Funds, VA, Index -
Insurance Sales - Life, DI and LTC products - Ohio Natl, MetLife and many others.

Extended Profile Information

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