Join or Login for Access

SL advisors Listing
Financial Advisor   

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

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Chattanooga, TN, US
12 Month Gross Revenue
$215,000
Number of Accounts
180
Avg Client Age
59

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

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging