Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Ridgeland, MS, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$700,000.00
# of Accounts
250
Avg Client Age
60
Overview

We are a fee only advisory and much of our growth has been organic word of mouth. We are interested in merging via a succession plan or small bolt on acquisitions. We are only interested in buying accounts we believe we can serve to the best of our ability.

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