$50MM AUM | $100,000 GDC in Phoenix, AZ

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
194 days old
General
Compatibility
Location
Phoenix, AZ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
100
Avg Client Age
60
Overview

I operate as a comprehensive financial planner specializing on investments and estate plannning. I teach financial literacy classes as an employee benefit for a marketing strategy.

I want to acquire or merge with a practice with an advisor that wishes to continue working but with less overall responsiblity. My goal is to transition to 100% fee based business.

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