$45MM AUM | $518,000 GDC in Austin, TX

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Compatibility
Location
Austin, TX, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$518,000.00
# of Accounts
116
Avg Client Age
55
Overview

Managing Director with Ameriprise Financial in Austin, TX. Over 85% fee based with 40mm AUM, Most are discretionary fee based accounts. Average age of clients is 63. Long term practice handed down from father in 2001. 3rd generation portfolio manager and wealth advisor. Portfolio strategy centers around ETF based Core/Satellite models. Single advisor with dedicated full-time registered assistant. Seeking opportunties with advisors nearing or at retirement.

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