$1MM AUM | $35,000 GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
Listing Age
378 days old
General
Listing Type
Buyer | Merge | Successor
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$35,000.00
# of Accounts
30
Avg Client Age
38
Overview

With experience comes wisdom. With wisdom comes patience. With patience comes success.

With our combined experience averaging 25 years each, the members of Commonwealth Capital Management practice the "cautious achiever" approach to accumulating wealth. Our desire is not to be all things to all people, but to excel in the areas that we practice. If you are a "cautious achiever" contact us to see if our practice management matches your needs.

I am looking for possible opportunities to expand my own personal book of business through the acquisition of an individual book who is looking at retiring in the next 2-5 years.

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