$240MM AUM | $2.1MM GDC in Syracuse, NY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Syracuse, NY, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$240,000,000.00
Gross Revenue
$2,100,000.00
# of Accounts
450
Avg Client Age
56
Overview

Solo advisor with 6 support team members. Focus is on detailed financial planning for a fee with implementation following a detailed planning process. Target client minimum of $1,000,000 portfolio, $3M net worth or $250,000 of income.

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