This professional practice specializes in financial planning and insurance. Over the years, the advisor has built strong, long-term relationships with clients. Wealth management services are provided through strategic partnerships with several investment counsel portfolio management (ICPM) firms. The seller receives approximately 50% of the fees charged to clients as revenue share.
The advisor is willing to remain actively involved with the buyer for an additional two years to ensure a smooth transition.
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SK-385
Access Fee:
$500.00