Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Willoughby, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$270,000.00
# 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.

Also, if you have an assistant, we can work out a deal that includes me hiring that person.

If you are looking to merge your businesses, or moving to another company, I am very flexible. I am able to relocate anywhere in the grater Cleveland area. I don't have an assistant, so you may be able to bring yours along.

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