$1,250MM AUM | $11MM GDC in Huntersville, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Huntersville, NC, US
Fee 0% Commission 100%
Gross Revenue
$11,000,000.00
# of Accounts
4,500
Avg Client Age
60
Overview

Cornerstone Wealth is a hybrid RIA that offers private wealth management services, including financial planning, investment management and insurance solutions. For business owners, we have a dedicated retirement plan team, with a focus on qualified and non-qualified retirement plan design, implementation and management. We offer multiple custodians, including LPL Financial, Fidelity and Schwab. We are interested in growing by recruiting advisors, as well as by completing mergers & acquisitions onto our platform. We have successfully completed six acquisitions/mergers to date. From those, our retention rate is over 90% at the one year mark. We attribute this to the level of care and client service that we provide to our clients.

If you are interested in being a part of a growing firm with amazing buying and operational leverage, or if you would like to leave the business and leave your clients in the best hands possible, please contact us. We would be honored to speak with you and to help you take your business where you want it to go.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...