$25MM AUM | $300,000 GDC in Oregon, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Oregon, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
300
Avg Client Age
36
Overview

I am a 36 year old advisor with nearly 15 years of experience in the profession. I have focused on planning and fee-based management for my entire career. I'm interested in meeting other advisors in NW Ohio and SE Michigan that are interested in a succession plan or selling their practice.

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