$140MM AUM | $415,000 GDC in Houston, TX

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Houston, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$415,000.00
# of Accounts
200
Avg Client Age
60
Overview

Established and growing ensemble with infrastructure in place looking to acquire and/or be a successor. I have had a financial planning focused business for 11 years, utilizing primarily fee based investment accounts for clients. We have a team of advisers with a client first culture and support staff with experience of practice succession already in place. We clear through both NFS and Fidelity Institutional and have open architecture as far as products. We are an ideal practice that can provide objective advice and take care of clients for years to come.

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