Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
Profile Age
650 days old
General
Location
Houston, TX, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$150,000.00
# of Accounts
120
Avg Client Age
55
Overview

My business is primarily fee-based. My goal is to further expand my client base by acquiring clients from other advisors who are leaving the industry.

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