$50MM AUM | $35,000 GDC in Scottsdale, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
484 days old
General
Location
Scottsdale, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$35,000.00
# of Accounts
300
Avg Client Age
50
Overview

Our business is a pure mix of assets under management including company retirement plans. We are a low fee agency. We are also general agents for a few insurance companies and like to mix the assets and insurance together to create high and efficient income streams in retirement. We show clients how to do this through and software and don’t charge a fee for it

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