$50MM AUM | $800,000 GDC in Alpharetta, GA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Seller | Merge | Succession
Location
Alpharetta, GA, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
400
Avg Client Age
63
Overview

Financial planning practice looking to grow through acquisition of fee based practices. We are also looking to merge your practice with our firm. We enjoy an independent model and payout, but also provide office space and overhead for our team members.

***I also have a fee based practice to sell, of $12 million in AUM, which would require you joining our B/D.****

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