$80MM AUM | $350,000 GDC in Mount Pleasant, SC

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Mount Pleasant, SC, US
Listing Type
Merge | Find Successor | Buyer
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
60
Overview

32 years in business. Looking to add books of business if right fit. Core group of clients should be located in SC, NC & GA. I teach Retirement Planning classes at USC Affiliate's in Beaufort, Bluffton & Hilton Head as well as Trident Technical College in Charleston. Focus on retirement planning, financial planning & distribution of tax qualified account. We charge Financial Planning Fees as well as AUM Advisory fees. Some insurance business & transactional investment business as well.

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