$600MM AUM | $2.5MM GDC in Cincinnati, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Cincinnati, OH, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
30
Avg Client Age
60
Overview

We hope to find like minded people to join us and set up the business for years to come. We build portfolios that are designed to provide reasonable returns at reduced risk. We are true fiduciaries -- our clients always come first.

Our fees are based on AUM charged in arrears.

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