$40MM AUM | $400,000 GDC in Centerville, OH

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Seller | Merge | Succession | Continuity
Location
Centerville, OH, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
55
Overview

I have been in business for 30 years and have developed a fairly efficient practice. I do not have client minimums and have an overall moderate net worth clientele. All fee business is 100% discretionary in managed model portfolios. Looking to maintain autonomous practice, but need continuity plan to transition into succession.

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