$10MM AUM | $95,000 GDC in Lake Oswego, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lake Oswego, OR, US
Fee 0% Commission 100%
Gross Revenue
$95,000.00
# of Accounts
50
Avg Client Age
55
Overview

My practice is largely comprised of fee-based clients from another state. I've been in Portland for over 6 years, and want to purchase a practice to give me a local presence. Although I still maintain a percentage of commission-type business, I have reduced this considerably, and am only interested in a practice that is primarily (60-75%) fee-based.

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