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Financial Advisor

$20MM AUM | $150,000 GDC in Woodstock, GA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

20% Comm
80% Fee

General

Location
Woodstock, GA, US
12 Month Gross Revenue
$150,000
Number of Accounts
45
Avg Client Age
55

Overview

We are a financial services practice that serves all areas of a client's financial needs, beginning with a financial plan. The focus of what we do is fee-based (advisory) wealth management, but can provide products (i.e. life insurance, annuities, mutual funds, derivatives, etc) when necessary. As founder/president of the firm, my goal is to grow organically, but also by acquisition when prudent. I am in the process of acquiring a practice right now and it has been a great experience for myself as well as the advisor retiring, so I'd love to do it again.

 
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