$6MM AUM | $5,000 GDC in Waterloo, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Waterloo, IA, US
Fee 0% Commission 100%
Gross Revenue
$5,000.00
# of Accounts
75
Avg Client Age
65
Overview

My business is currently, mostly commission based products. My goal is to market and transition my business into more fee based/managed money.

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