$60MM AUM | $275,000 GDC in Bethel Park, PA

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer
Location
Bethel Park, PA, US
Fee 0% Commission 100%
Gross Revenue
$275,000.00
# of Accounts
578
Avg Client Age
60
Overview

I am currently converting my practice to 100% fee basis currently, by meeting with all my clients and converting them over the next two years.

I came into the practice in 1976, which was a property/casualty insurance agency owned at that time by my father. I became a Certified Financial Planner and Series 7 Representative, expanded into financial planning, and now my son and daughter are in my practice and are my succession plan. I am looking to expand through acquisition, and have no plans to retire over the next 20-25 years. Again, I am currently age 60 and very active.

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