$1MM AUM | $45,000 GDC in Mclean, VA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
121 days old
General
Location
Mclean, VA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$45,000.00
# of Accounts
11
Avg Client Age
50
Overview

My practice serves current and former military and government professionals with comprehensive financial planning. My goal is to grow my asset under management book through organic growth and acquisition in the Northern Virginia area. My fee structure is fee-only for managed assets and financial planning with commissioned-based for insurance and other structured products.

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