$60MM AUM | $400,000 GDC in Beachwood, OH

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within 3 months
Listing Type
Buyer | Successor
Beachwood, OH, US
Fee 0% Commission 100%
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# of Accounts
Avg Client Age

Are you interested in selling? …because if you are interested, then we should talk. My Independent Fee Based ERISA Fiduciary Advisory practice is a 39 year old family run business. I’m interested in discussing with an earnest seller who is a fee based advisor and/or looking to convert to being a fee based advisor. Our fiduciary process improves financial outcomes for individuals and employer sponsored 401(k) plans while maintaining a 99% client retention.

Message me at Succession Link if you are serious about looking for a real professional to serve your clients best interest as well as your buy out!

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