$25MM AUM | $200,000 GDC in Lexington, SC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Lexington, SC, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# of Accounts
150
Avg Client Age
60
Overview

I work with Cornerstone Wealth. They are a RIA in Huntersville, NC. We have our own in house investment management team. We use LPL as broker/dealer and also use Schwab and Fidelity for Fee-based management. They have acquired several practices. But I am personally looking to buy small books in Columbia SC and Charlotte NC markets.

Extended Profile Information

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