$200MM AUM | $500MM GDC in Bethlehem, PA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Bethlehem, PA, US
Fee 0% Commission 100%
Gross Revenue
$500,000,000.00
# of Accounts
350
Avg Client Age
50
Overview

I am a CFP and AIF, working with a producing TPA firm as the Director of Retirement Planning. Our focus is 401(k) plans, where we offer high level fiduciary services. I also work with individual clients on retirement planning and investment management. I'd like to find an advisor that has the same approach that I do with clients.

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