$20MM AUM | $160,000 GDC in Conshohocken, PA

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Successor
Location
Conshohocken, PA, US
Fee 0% Commission 100%
Gross Revenue
$160,000.00
# of Accounts
50
Avg Client Age
58
Overview

Fee based financial planning. Looking to help an advisor transition into retirement/taking a step back. I have been a planner for 6 years and believe in "no mistakes; not one; never." My average client age is 59 and is looking toward retirement.

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