$5MM AUM | $80,000 GDC in Eagle, ID

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
Listing Age
48 days old
General
Listing Type
Buyer
Location
Eagle, ID, US
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
100
Avg Client Age
50
Overview

I am an independent financial advisor and consider myself to be a comprehensive financial coach. I seek to establish and maintain long-term relationships with my clients by truly understanding their needs and helping them implement plans to accomplish their long term dreams and goals. I specialize in solutions for business owners and retirees, but have solutions for accounts of all sizes. I am looking to expand my business by purchasing books of business based on advisory relationships.

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