$27MM AUM | $200,000 GDC in Hunt Valley, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
420 days old
General
Location
Hunt Valley, MD, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$27,000,000.00
Gross Revenue
$200,000.00
# of Accounts
120
Avg Client Age
65
Overview

I am a 35 year old CFP with 7 years experience. I have spent the last year and a half building a practice from the ground up. The remaining 5 1/2 years was spent helping a team transition two senior advisors into retirement while retaining 200mm AUM and growing AUM through comprehensive financial planning. I am looking to utilize that skill set helping advisors looking to retire meet their own personal objectives while maintaining a prestigious client experience.

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