Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Westlake, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
170
Avg Client Age
62
Overview

I run a fee based managed account practice using ETF's, with a 401(k) business as well. I was looking at possibly acquiring another business or having another advisor join my practice, someone with CFP, for the planning component would be a plus.

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