$35MM AUM | $325,000 GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$325,000
# of Accounts
250
Avg Client Age
60
Overview

My business is focused on comprehensive financial planning and wealth management. As a CFP, I am a big believer in taking my clients through a comprehensive financial planning process. After that process is complete, I draft an Executive Summary highlighting steps they can take to help them reach their financial goals. Oftentimes one of those solutions is allowing me to help them manage their money, most often for a fee.

Extended Profile Information

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