$250MM AUM | $2MM GDC in Cleveland, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
504 days old
General
Compatibility
Location
Cleveland, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
250
Avg Client Age
65
Overview

I'm looking to purchase a primarily fee-based practice, preferably East side of Cleveland.

My Practice:

Almost 100% fee based.

The practice is 80% mutual funds, 5% ETF's, 5% fixed income, and 5% equities.

The bulk of the client base 2/3rds in Ohio and the remaining 1/3rd are in 20 other states.

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