Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Salisbury, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$166,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
1,000
Avg Client Age
63
Overview

Client focused advisory firm looking to acquire practices that concentrate on fee based asset management (We currently have 110MM under management with 56MM in retail business for a total of 166MM). Roughly 60-65% of our business is fee based with the other 35-40% being tied to fixed annuities, life insurance, and LTC. We believe in comprehensive planning where all clients have fully written financial plans that are updated annually. We also use a network of CPA's and Attorney's for document prep and tax analysis to deliver the value that clients deserve.

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