Mornington, FP (#SM403)

$66000 Fees Start From

About Listing

Fees of ~$66,000

This Financial Planning business with sole principal has $27.5m FUM.

Operating on a fee base for service only, with clients on ongoing service arrangements, this is an attractive portfolio for a Financial Planning firm wanting to expand its client base.

Reason for sale: Principal is wanting to retire.

Similar Listing

Northern Territory (#SM412)
$ 600000 Fees
Featured
Sydney – Sth Suburb (#SM411)
$ 398000 Fees
Brisbane CBD (#SM410)
$ 2133000 Fees