$1,750MM AUM | $7.5MM GDC in Greenville, SC

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Greenville, SC, US
Fee 0% Commission 100%
$7,500,000
Gross Revenue
2,148
# of Accounts
62
Avg Client Age
Overview

We are looking to identify firms and advisors interested in transition planning or those seeking to become part of a larger growth opportunity.

For over a decade, we've served personal wealth clients and corporate and institutional clients in the Southeast. Through both organic growth and recruitment FinTrust has grown to over 35 employees and advisors. The firm advises and manages over $1.8 billion in assets. We specialize in providing investment management, strategic planning, fiduciary fee-based consulting, retirement plan consulting and other services. We seek to provide our clients with the highest quality professional investment advice. Our advisors and client service team members are encouraged to obtain advanced certifications including the CFP, CFA, CPA and AIF designations and to work in teams. Our firm values strategic thinking, proactive service, and cost-effective solutions.

Extended Profile Information

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