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Financial Advisor

$80MM AUM | $700,000 GDC in Boise, ID

Member Level
Basic
Last Activity
6 months or more

Business Mix:

5% Comm
95% Fee

General

Location
Boise, ID, US
12 Month Gross Revenue
$700,000

Overview

We have acquired 4 practices thus far and feel we have have mature process that maximizes retiring brokers payout and clients transition. We would enjoy sitting down with you and understanding what is important to you. Kelly

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
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