$55MM AUM | $520,000 GDC in Dallas, TX

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Dallas, TX, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$520,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are interested in working with financial advisors who are wanting a succession plan for their clients and business. We are very client centric and take a proactive approach to stay in communication with our clients. Our process includes scheduled calls, annual and semi-annual portfolio reviews and weekly email newsletters. If this brief overview is something you believe would be a benefit to you and your clients send me an email so we can discuss further.

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