This 20 year old financial planning firm specializes individual financial planning and investment advice to the middle management corporate sector. The firm's services include estate planning, insurance, educational and retirement planning, tax and asset management. Currently, the firm advises and manages over 360 households, 400 individual accounts and actively has over $173m in personal assets under management. 75% of the clientele resides in Texas and the other 25% in various other states. Revenue is generated through advisory fees, commissions and trails. Low overhead, strong reputation, large financial base (recurring revenue stream) and excellent referral network make this firm an attractive opportunity.
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