$65MM AUM | $325,000 GDC in
College Station, TX
31 year old profitable independent fiduciary Fee-only practice looking to grow, both locally in Bryan/College Station and new office in Austin but through out the state of Texas. Looking to merge or buy fee only or primarily fee based business than can be converted to fee only. Retirement focused practices with financial planning/wealth management the major thrust of the fiduciary practice is a must. No insurance practices need apply.