$1.4MM AUM | $14,000 GDC in Wimberley, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Wimberley, TX, US
Listing Type
Find Successor
Fee 0% Commission 100%
Gross Revenue
$14,000.00
# of Accounts
10
Avg Client Age
50
Overview

I'm looking to get out of the business of managing money. I am a RIA registered in Texas only using Interactive Brokers as my custodian. I would like to sell my small book of current clients. I need someone reputable that I can trust to take over managing these clients for me. Most accounts are IRA's invested in exchange traded funds.

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