$5MM AUM | $56 GDC in Naples, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Naples , FL, US
Fee 0% Commission 100%
Gross Revenue
$56.00
# of Accounts
25
Avg Client Age
70
Overview

I am a portfolio manager, CFA charter holder, 44 yoa. My partner is a CFP, 62 yoa. We are looking for the right clients to advise and manage accounts. Management is purely discretionary basis.

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