$20MM AUM | $250,000 GDC in Wausau, WI

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Wausau, WI, US
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
65
Overview

primarily fee based looking to grow book by realigning clients to fee basd

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