$10MM AUM | $200,000 GDC in Winston-Salem, NC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Merge | Successor
Location
Winston-Salem, NC, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
120
Avg Client Age
60
Overview

I am a hybrid RIA focusing on comprehensive retirement and legacy planning, helping higher net worth clients develop a plan for their investments, retirement income, long term care and life insurance needs.

I am interested in a potential partnership with other advisor(s) with similar focus, joining a team that would like to expand it's insurance book of business or serving as part of another advisor(s) succession plan.

A few years ago I became an independent, starting my business with zero assets and revenue and have managed to grow it incrementally year over year. While I am a sole practitioner, I have extensive experience managing a community bank's wealth management division, overseeing other advisors and staff.

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