$3MM AUM | $30,000 GDC in Powell, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
393 days old
General
Location
Powell, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$3,000,000.00
Gross Revenue
$30,000.00
# of Accounts
12
Avg Client Age
58
Overview

I am looking to expand by acquisition by adding additional fee based/ fee only practices. I use Schwab for custodian of accounts.

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