$60MM AUM | $250,000 GDC in Chestertown, MD

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 3 months
Profile Age
484 days old
General
Location
Chestertown, MD, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$250,000.00
# of Accounts
400
Avg Client Age
55
Overview

Younger advisor looking to work with an advisor contemplating retirement in 3-7 years. Interested in partnering, slowly meeting clients, then buying retiring advisor's book.

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