$4.5MM AUM | $48,000 GDC in Burlington, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
226 days old
General
Compatibility
Location
Burlington, KY, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$48,000.00
# of Accounts
25
Avg Client Age
63
Overview

I am interested in starting to explore finding someone to eventually take over my practice either through merger or sale. I plan to continue to work for a number of years, but would like to have something set up in case something happens to me.

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