$150MM AUM | $1MM GDC in Scottsdale, AZ

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Scottsdale, AZ, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
250
Avg Client Age
60
Overview

I am looking for an experienced planner to be a successor and/or merge into a high level financial planning practice. A perfect opportunity for a solid producer who needs introductions to the mass affluent and high net worth clients. We are also buyers for the right opportunity.

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