$250MM AUM | $750,000 GDC in Lakewood, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Lakewood , OH, US
Fee 0% Commission 100%
$750,000
Gross Revenue
1,000
# of Accounts
55
Avg Client Age
Overview

As a firm we are making the transition to fee based model portfolios. We have created 9 models to fit the needs of our clients

We are looking to expand and have capacity to take on advisors looking to transition out mow or down the road.

Extended Profile Information

Loading...