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Financial Advisor   

$70MM AUM | $852,000 GDC in Mansfield, OH

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Mansfield, OH, US
12 Month Gross Revenue
$852,000
Number of Accounts
460
Avg Client Age
68

Overview

I manage approx. $70 million of which 95% is all discretionary. I currently manage 4 models from Income, Balanced, Growth and All Equity, and I am not using any outside money managers, as I make all decisions.
I'm looking to purchase another practice(s). Preferably on the gulf side of Florida. However, I will entertain any practice interested in selling anywhere in the USA.

 
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