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Financial Advisor   

$30MM AUM | $250,000 GDC in Willoughby, OH

Member Level
Premier
Last Activity
within 2 months

Business Mix:

60% Comm
40% Fee

General

Location
Willoughby, OH, US
12 Month Gross Revenue
$250,000
Number of Accounts
400
Avg Client Age
60

Overview

If you are contemplating retiring, or leaving the profession, please consider the quality of advisor you leave your clients with. I have a selective practice that focuses on long term relationships with investments being secondary.
Also, if you have an assistant, we can work out a deal that includes me hiring that person.

 
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