$15MM AUM | $54,000 GDC in Edison, NJ

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Edison, NJ, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$54,000.00
# of Accounts
23
Avg Client Age
55
Overview

I am a one person shop. I am a CFP and mainly provide comprehensive planning services and asset management. I do not sell any commissioned based products (i.e., insurance, annuities, etc. I am looking to add to my client base of high net worth investors and/or small business pension plans through acquisition.

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