$2.3MM AUM | $20,000 GDC in Franklin, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Succession
Location
Franklin, TN, US
Fee 0% Commission 100%
Gross Revenue
$20,000.00
# of Accounts
50
Avg Client Age
55
Overview

Only interested in Business Continuity Planning with a young advisor within the next 5 years. There is no broker/dealer affiliation, just an RIA practice. Has value in the clients that produce his income trails. Mainly looking for someone to succeed him in the practice.

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