$30MM AUM | $175,000 GDC in Summerville, SC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Summerville, SC, US
Fee 0% Commission 100%
Gross Revenue
$175,000
# of Accounts
200
Avg Client Age
50
Overview

Looking to acquire practices that fit our comprehensive planning and investment advisory model. Particular areas of interest are Charleston and Columbia regions but open to opportunities across South Carolina. Open to business owners looking for immediate exit as well as over time transitions of ownership.

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