$20MM AUM | $300,000 GDC in Connersville, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Connersville, IN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$300,000.00
# of Accounts
240
Avg Client Age
60
Overview

We focus mainly on retirement planning and place a huge emphasis on planning as a fiduciary. We have two offices, one in Connersville, IN & a satellite office in Oxford, OH. I have a fully licensed administrative assistant / servicing advisor.

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