Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Summerville, SC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$175,000.00
# 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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