$80MM AUM | $700,000 GDC in Westerville, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
314 days old
General
Compatibility
Location
Westerville, OH, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
600
Avg Client Age
55
Overview

I’m an advisor in the bank channel looking to move to a more client and advisor friendly platform. I’m open to joining an existing team or structure a transition plan. Approximately $40m of my book is portable and is primarily fee based. I hold multiple designations and have an extensive planning background.

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