Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
North Wales, PA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$235,000,000.00
Gross Revenue
$2,400,000.00
# of Accounts
600
Avg Client Age
57
Overview

We are a local Philadelphia practice in existence since the early 1980"s, always delivering comprehensive financial planning advice for a fee. As part of United Capital Financial Life Management, we are seeking to expand our footprint in Philadelphia by bringing other similar practices into our fold. The United Capital approach to financial planning is closely aligned to the CFP professional model and we see great growth opportunities to help retiring advisers as well as growth-oriented advisers needing support and a repeatable process.

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