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$25MM AUM | $300,000 GDC in Oregon, OH

buyer | merge

$300,000.00 Rev/Year
90% Fee
10% Commission
I am a 36 year old advisor with nearly 15 years of experience in the profession. I have focused on planning and fee-based management for my entire career. I'm interested in meeting other advisors in NW Ohio and SE Michigan that are interested in a succession plan or selling their practice.

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