$20MM AUM | $200,000 GDC in Mclean, VA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Succession
Location
Mclean, VA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
120
Avg Client Age
50
Overview

I run a primarily fee-based practice that focuses on holistic financial planning (Investment advisory, insurance planning, banking/lending, and wealth transfer strategies). Although we have transactional clients, the core of our business is building financial plans and helping clients reach their long term financial goals. I'm seeking to aquire a fee-based practice, preferably from someone who is succession planning or making a career transition.

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