$98MM AUM | $500,000 GDC in Houston, TX

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
700
Avg Client Age
65
Overview

In January 2016 I completed a 10-year succession plan with my business partner and purchased her practice. As a team, we provide comprehensive financial planning advice to our clients. We specialize in multi-generational wealth management for our client families. We hope to make connections, through this site, with like-minded firm owners that want to plan for the next phase of their life.

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