$422MM AUM | $1.9MM GDC in Cleveland, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Cleveland, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,884,000.00
# of Accounts
429
Avg Client Age
60
Overview

Successful fee-only wealth management business looking to acquire like minded advisors who would like to gradually transition out of the business. In addition, we are interested in exploring relationships with advisors who would like to outsource their day to day administrative responsibilities which will allow them to focus on building client relationships and referral opportunities.

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