$250MM AUM | $2.3MM GDC in Melville, NY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Melville, NY, US
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
500
Avg Client Age
60
Overview

Our business is largely fee based with one Senior partner and one junior. The senior partner holds the CFP® and CRPC® designations and the junior partner is sitting for the CRPS® next month. We are looking to acquire/purchase a book of business and bring the assets to our team at Merrill Lynch. Looking for a good match with clients who share our long-term views on financial planning and retirement planning.

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