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Financial Advisor   

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

Member Level
Basic
Last Activity
within 2 months

Business Mix:

15% Comm
85% Fee

General

Location
Mclean, VA, US
12 Month Gross Revenue
$200,000
Number 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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