$42MM AUM | $350,000 GDC in Worthington, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Worthington, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$42,000,000.00
Gross Revenue
$350,000.00
# of Accounts
185
Avg Client Age
60
Overview

We are a planning based and high service model firm looking to grow and expand our clientele we serve by acquiring a fee-based or fee-only practice located in Central OH. We are experienced advisors who place a high value on client coaching and education.

A preferred advisor would be willing to develop a transition strategy and structure a deal over an ideal timeframe so it's as smooth as possible for the clientele and practice.

Alternatively, other targeted areas of interest to expand through merger and partnering options are Central Ohio, Toledo, and Cincinnati areas.

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