$2.5MM AUM | $50,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
50
Avg Client Age
60
Overview

Been in the industry for a few years, enjoy the work but hate the beauty contest for new business. Would love to just do the work and service clients.
Currently planning is only a small area of work, but want to grow this and deepen my relationships.
I am looking to work hard and either purchase or partner with an advisor looking to leave the industry in the next 0-7yrs to ensure that the clients get the best transition and continuity.
P a u l
six zero two 266 1989

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