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$5MM AUM | $30,000 GDC in Houston, TX

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Business Mix:

0% Comm
100% Fee


Houston, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I am an emerging advisor with a small current book but looking to grow. My practice is focused on the investing side but I engage with my clients on a personal level to understand their goals and how their assets can help them achieve them. I have a CIMA(R) and am looking at getting a CFP in the coming year. I am looking for a practice in the Houston area that will get me a book of clients who can help jump start my practice and generate momentum. It must be a difficult decision to hand your clients off to another advisor and I want to be a trusted partner in that process.

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