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Financial Advisor   

$200MM AUM | $450,000 GDC in Baltimore, MD

Member Level
Basic
Last Activity
2 weeks

Business Mix:

4% Comm
96% Fee

General

Location
Baltimore, MD, US
12 Month Gross Revenue
$450,000
Number of Accounts
85
Avg Client Age
54

Overview

Our business is an independent RIA with Schwab Institutional as our custodian. We have approximately 200MM in assets, and three employees. On the site, I wish to accomplish 3 objectives: first, I want a true valuation of our practice. Second, I would like to look at all options very realistically for buying or selling. Third, I would like to talk about SL's staffing or matching acumen with desired employees.

 
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