$110MM AUM | $500,000 GDC in Potomac, MD

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Location
Potomac, MD, US
Listing Type
Merge | Find Successor | Continuity | Join A Practice | Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
350
Avg Client Age
55
Overview

I am a fee only advisor who also engages in planning. I am looking mostly for long term continuity.

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