Overview

My business plan currently has a client base of 125 with average AUM of $350,000 per client. Most clients will a separate financial plan that allows for personal interaction and legacy planning. I can pay 100% cash or work out a payment plan that is flexible to both parties. My business model is 50% advisory and trails 50% brokerage and insurance. I would like to BUY a current business and can offer flexibility to the selling advisor who doesn't want to get out of the business immediately.
Ron Jones ___-___-____

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

Business Data

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