$25MM AUM | $170,000 GDC in Fairview Park, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
126 days old
General
Listing Type
Buyer
Location
Fairview Park, OH, US
Fee 0% Commission 100%
Gross Revenue
$170,000.00
# of Accounts
250
Avg Client Age
65
Overview

CFP with an independent financial practice based in Fairview Park looking to expand advisory AUM's by acquiring additional financial practice, preferably majority of revenue as advisory. I started in the industry in 1997 & truly enjoy being an advocate for clients & their families. I utilize outside portfolio managers (that have been vetted through my BD & myself) as well as portfolios I create & manage for clients (depending on brokerage account size, client needs, etc). I also deal with some direct business through the typical mutual fund companies, & annuity companies. My goal is to provide every client & their families a holistic approach to personal financial planning.

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