$45MM AUM | $250,000 GDC in Kerrville, TX

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
87 days old
General
Listing Type
Buyer
Location
Kerrville, TX, US
Fee 0% Commission 100%
Gross Revenue
$250,000
# of Accounts
100
Avg Client Age
33
Overview

We are an independent investment business specializing in asset allocation of both public and non-public investments.
I am looking to purchase a good book of business from an independent advisor who is looking to retire within the next 6-18 months and wants to leave with their clients in good hands and someone they can trust.
When it comes to strategy, I am a value seeker with a contrarian edge utilizing investment tools to implement a strategy based on the clients individual needs.
I deliver service with a smile, but focus mainly on providing a results driven business for my clients, family, and friends.
I am the first Eagle Scout of the new millennium, an active community member, and an avid fisherman who enjoys traveling.

Extended Profile Information

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