Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
606 days old
General
Location
Avon, CO, US
Profile Type
Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$38,000,000.00
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
55
Overview

I managing client or household accounts over $300,000. I also prepare tax returns for most of those clients as I am a CPA & CFP and have a masters degree in Financial Planning. I am looking to merge my practice with someone younger (I am 60) who would eventually buy me out in about five to seven years. I can also help someone younger build their business.

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