$120MM AUM | $600,000 GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
4,000
Avg Client Age
50
Overview

We hope to bring an individual into our practice and transition him/her into retirement by developing a relationship with clients in the advisors book of business and continuing a very high level or service and advice to the client.

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