$60MM AUM | $500,000 GDC in Alexandria, VA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
449 days old
General
Location
Alexandria, VA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
60
Overview

I am a 37 year old CFP(R) practitioner. I'm a hybrid advisor, clearing through LPL Financial. My focus is on holistic financial planning and client education. 80% of my client's assets are invested in managed money model portfolios. I also work with multiple annuity providers and insurance providers in multiple lines. I'm looking to acquire a practice in the Northern Virginia area. I also do hourly and annual retainer based consulting agreements. I'm open to retaining your staff and office location. If this sounds like what you're looking for, please contact me.

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