$50MM AUM | $500,000 GDC in Gainesville, FL

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Gainesville, FL, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
350
Avg Client Age
55
Overview

As an independent, investment advisory and consulting firm, we work with a wide range of resources to create effective, transparent, tax-favored plans and processes to grow wealth, optimize income and help secure the financial independence of our clients. We are a fee based practice that focuses on maintaining strict fiduciary standards on personal wealth management as well as retirement plans. We also have our own in-house Third Party Administration firm and actuary services for retirement plans. We are looking to acquire similar minded practices.

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