$15MM AUM | $100,000 GDC in Broadview Hts, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Broadview Hts, OH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
200
Avg Client Age
60
Overview

I run a primarily fee-based practice in Cleveland, OH with clients spread across the Midwest. Our firm focuses on tactically managed portfolios and equity-income portfolios. I am currently seeking to merge or buy practices from advisors looking to exit the business or assist with advisors looking for succsssion plans.

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