$22MM AUM | $215,000 GDC in Chattanooga, TN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Chattanooga, TN, US
Fee 0% Commission 100%
$215,000
Gross Revenue
180
# of Accounts
59
Avg Client Age
Overview

Fee-only RIA firm, one person shop, use 99% mutual funds 1% ETF's in my portfolios, adhere to buy-and-hold strategy with rebalancing as needed, portfolios consist of DFA (Dimensional Fund Advisors) funds and Vanguard Funds. I would like to make connections with other like minded, similar style investment philosophy advisors/firms to potentially be a buyer for said firm(s) when firm/advisor is ready to walk away from business.

Extended Profile Information

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