$100MM AUM | $300,000 GDC in New York, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
290 days old
General
Listing Type
Buyer
Location
New York, NY, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
400
Avg Client Age
60
Overview

I am an CFP, AIF, CLU, and LUTCF. My practice which once started in insurance has evolved to a full financial planning modal where I serve many different types of corporations and non profits with their benefit packages as well as the affluent individual marketplace. Fee based managed accounts are what I use most but will used annuities and various fund families if it is the right fit for the client.

I am looking to expand my practice and purchase an existing book if it is a right fit for my practice.

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