$4MM AUM | $35,000 GDC in Toledo, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
290 days old
General
Listing Type
Buyer
Location
Toledo, OH, US
Fee 0% Commission 100%
Gross Revenue
$35,000.00
# of Accounts
100
Avg Client Age
35
Overview

Looking to acquire a relatively small and manageable book of business. I do mostly fee-based planning and financial planning for young families that are still working or are near retirement.

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