$37MM AUM | $325,000 GDC in Marco Island, FL

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Marco Island , FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$325,000.00
# of Accounts
100
Avg Client Age
68
Overview

Fee only RIA specializing in retirement income planning. Established in 1989. Client asset allocation is 45% individual stocks and bonds, 30% ETFs and 25% mutual funds. Looking for practices to buy or merge into my existing practice.

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