$35MM AUM | $250,000 GDC in Creve Coeur, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Creve Coeur, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$250,000.00
# of Accounts
785
Avg Client Age
53
Overview

I am a younger advisor that has been in the business for 10 years. I am a CFP and focus on financial planning with my clients. My practice is hybrid with LPL as the broker dealer and Reliance Financial Group as the RIA. I am focusing on moving my business to as close to 100% fee based as I can over the next few years.

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