$46MM AUM | $680,000 GDC in Bradenton, FL

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Seller | Merge | Succession | Continuity
Location
Bradenton, FL, US
Fee 0% Commission 100%
$680,000
Gross Revenue
250
# of Accounts
60
Avg Client Age
Overview

Primarily a Wealth management firm with a tax efficient retirement income planning focus. We also have a tax practice. Almost all transactions are financial planning based. We do fee based plans and mostly fee based AUM and fixed annuities as part of our retirement income planning process

Extended Profile Information

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