$17MM AUM | $160,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$160,000.00
# of Accounts
385
Avg Client Age
52
Overview

Mainly fee based advisor looking to grow my client base through organic and acquisition growth. Looking for individuals nearing retirement to partner with someone who always puts clients first, and is used to a financial planning approach.

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