Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
720 days old
General
Location
Cincinnati, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$200,000.00
# of Accounts
257
Avg Client Age
65
Overview

I am an established adviser serving primarily the Greater Cincinnati area; but also serve clients in the Dayton and Columbus area. My primary focus is on asset management, however to do this effectively there is also quite a bit of estate, retirement and other forms of financial planing that I provide for my clients as well. Since I have an established book providing consistent revenue, but am still very much in the middle to early part of my career, I am open to the idea of acquiring other books of business with the intent of establishing long term relationships. My practice is one in which I am on a first name basis with all of my clients, and I am not really looking for an book that is so large that I could not know the clients individually. I run my practice individually, however I am in an office with 8 other advisers for the benefit of production aggregation, support staff sharing, overhead reduction, etc,.

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