$15MM AUM | $150,000 GDC in Gilbert, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Gilbert, AZ, US
Listing Type
Seller
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
120
Avg Client Age
50
Overview

Stable practice in Gilbert considering possible sale. Been in practice for about 10 years. Almost entirely fee-based recurring monthly revenue. Considering focusing entirely on financial planning and selling my investment book of business or teaming up with another fee-based investment advisor and allow them to focus on the investment management while I focus on the financial planning.

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