$24MM AUM | $200,000 GDC in Bel Air, MD

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Bel Air, MD, US
Fee 0% Commission 100%
$200,000
Gross Revenue
200
# of Accounts
55
Avg Client Age
Overview

Advisor with almost 20 years experience. Comprehensive Fee-Only Independent shop. Provide financial planning as well as discretionary account management for clients. Have a very efficient practice and very loyal clients. Our typical client has investable assets from $500k to $5M. Investment strategy is building portfolios that generate steady income that clients need to meet expenses. Investments are predominantly large dividend paying stocks that we select in-house, fixed income open ended mutual funds and Treasury Notes. Looking for advisors who want to join our practice either as a continuation or outright sale. Advisors who would be a good match are likely those who are more interested in the client acquisition and relationship maintenance versus investment selection and business management. Principal is 45 years old and not leaving the business any time soon. We're not interested in merging with another firm and changing our name, how we operate or how we invest.

Extended Profile Information

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