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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Beachwood, OH, US
Fee 0% Commission 100%
$400,000
Gross Revenue
190
# of Accounts
60
Avg Client Age
Overview

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!

Looking for Office Space in Beachwood, OH

Additional office space would be needed to accommodate a merger of firms.

Contact to discuss details
 
Extended Profile Information

Loading...