$70MM AUM | $425,000 GDC in Cleveland, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Cleveland, OH, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$425,000.00
# of Accounts
250
Avg Client Age
65
Overview

My wife and I are both in the business and are looking to relocate back to Ohio to raise our children where we grew up.
We have worked with an affluent/high net worth client base while in SW Florida and are extremely experienced with the complexities of that market.
We are transferring our client base here and will basically be rebuilding.
We would like to join a wealth management firm looking for continuity and succession.
CFP(r), CTFA, and fully licensed.

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