$12MM AUM | $85,000 GDC in Fort Collins, CO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
348 days old
General
Compatibility
Location
Fort Collins, CO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$85,000.00
# of Accounts
122
Avg Client Age
55
Overview

I run a Fee-Only business that focuses on comprehensive financial planning and socially responsible investing. I have 20 years of experience in the personal income tax / business taxes and 15 years as a financial planner. Therefore tax planning is a big part of our service to clients as well. Looking for a planner that would like to ease out of the business with a 5 year gradual transition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...