$250MM AUM | $2.4MM GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Raleigh, NC, US
Fee 0% Commission 100%
$2,400,000
Gross Revenue
400
# of Accounts
50
Avg Client Age
Overview

We are an independent, comprehensive, fee-based advisory practice and work with clients in an ongoing collaborative relationship to help them achieve their financial goals. Our team is structured to merge with and integrate other advisors, looking for a succession plan or to improve the advice and service they already provide.

Extended Profile Information

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