Overview

My practice is focused on financial life planning to high net worth families. We charge fee-based on assets as compensation model. We are looking to buy a practice that has similar focus on high net worth clients, financial planning, and fee based or fee only structure and preferable average age below 60. About 50% of my clients are physicians and the other 50% are business owners. I am a CFP and pursuing a masters of science degree in Advanced Financial Planning.

Market
RIA
Member Level
Basic
Last Activity
today

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