$60MM AUM | $480,000 GDC in Lexington, KY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Location
Lexington, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$480,000.00
# of Accounts
400
Avg Client Age
58
Overview

Our firm provides investment management (primarily using advisory platforms), financial planning, and behavioral coaching at critical market turning points for our clients. "We look to build long term relationships with our clients that are mutually beneficial."

By joining Succession Link, we are simply looking to see if there are any unique opportunities to expand our family practice and consider purchasing an established practice from an advisor that shares our core values and philosophies. If you are considering retirement or looking to transition into retirement, it may be mutually beneficial for us to connect.

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