$50MM AUM | $350,000 GDC in Cornelius, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cornelius, NC, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
500
Avg Client Age
48
Overview

My practice focuses on a holistic approach for our clients by not just managing investments but also tax services and estate planning services. Our success has come from our ability to cross sell multiple products and services to our growing client base. In addition, we have a full time marketing director on staff to facilitate communication and event management. I am looking for an existing practice that would benefit from our ability to cross sell and increase depth and number of referrals from our marketing process.

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