$5MM AUM in Stafford, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
406 days old
General
Compatibility
Location
Stafford, TX, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
# of Accounts
30
Avg Client Age
55
Overview

I am currently looking at adding assets to my current book of business. I currently write mainly annuities and mutual funds. I am looking to changing the model to more of a fee based model. I am also willing to come on board and eventually take over an existing book of business.

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