Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
778 days old
General
Location
Beaumont, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$71,000,000.00
Gross Revenue
$500,000.00
# of Accounts
600
Avg Client Age
68
Overview

Financial planning practice with a focus on divorce planning and retirement planning. I do very little marketing. I have been growing by acquisition. I am looking for a practice that is about 25-40 million in the Beaumont, Texas region. The advisor would need to be wanting to retire within a year.

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