$10MM AUM | $100,000 GDC in Corvallis, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
288 days old
General
Listing Type
Buyer | Merge | Continuity | Join A Practice
Location
Corvallis, OR, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
46
Avg Client Age
60
Overview

I am looking to acquire assets to grow my practice. I have a focus on fee-based accounts and financial planning. Very client focused practice with educated and honest advice with transparent asset management.

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