$12MM AUM | $190,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Indianapolis , IN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$190,000.00
# of Accounts
120
Avg Client Age
60
Overview

Independent financial advisor with over 20 years of service. 60% Fee based and 40% commission. Focus on Estate Planing.

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