$75MM AUM | $1MM GDC in Berwyn, PA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Berwyn, PA, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
200
Avg Client Age
50
Overview

Currently serve affluent small business owners. Client centered practice that derives revenue from fee-based AUM, advanced life insurance strategies, health insurance consulting fees, 401K advisory fees, minimal annuities and financial planning fees. Recently launched a property casualty agency. Goal would be to acquire a book of business with similar clients where we could develop relationships and increase wallet share through strategically cross marketing all of our various resources and lines of business.

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