Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
317 days old
Prequalified
Up to $1,000,000.00
General
Location
Syracuse, NY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$21,000.00
Gross Revenue
$180,000.00
# of Accounts
85
Avg Client Age
63
Overview

I'm looking to find an established fee based / managed money book of business to purchase. I am also looking to find a commission based mutual fund book of business where the outgoing advisor does not want to go through the process to convert those commission based accounts to fee based.

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