$22MM AUM | $200,000 GDC in Weslaco, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Weslaco, TX, US
Listing Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$200,000.00
# of Accounts
135
Avg Client Age
61
Overview

We are an independent financial advisory firm, focusing primarily on wealth management and retirement planning. We work with businesses to fine tune their company retirement plans, lower costs and exceed service expectations. We help retirees transition from an accumulation stage to a distribution stage of their financial lives. We are transitioning from a transaction based firm to a fee based firm.

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