Join or Login for Access

SL advisors Listing
Financial Advisor

$80MM AUM | $600,000 GDC in Evansville, IN

Member Level
Basic
Last Activity
this week

Business Mix:

40% Comm
60% Fee

General

Location
Evansville, IN, US
12 Month Gross Revenue
$600,000
Number of Accounts
500
Avg Client Age
60

Overview

We are a planning based Retirement Income solutions firm. We focus on risk management to create sustainable income strategies through asset management, hedging, and/or alternative fixed income sources such as alternative investments, insurance, or annuities.

We are seeking to acquire practices that want high touch client service and unbiased advice. It can be a long transition or short, in the end we want to make sure the clients are happy.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging