$165MM AUM | $1.6MM GDC in Myrtle Beach, SC

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Successor
Location
Myrtle Beach, SC, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
760
Avg Client Age
65
Overview

We are team based in a bank-owned full service brokerage firm. We provide planning and wealth management to individual clients, small businesses, and small nonprofits. The group was formed with the goal of achieving economies of scale and the ability to run our practice like a growing business. We plan on doubling AUM and revenues every 2 years. Current AUM of $165mm and trailing revenues of $1.60m.

We are looking to buy-out or plug-in advisors with clients who need the support and structure for immediate transition to a reputable and respected firm. We are flexible in structuring eventual transition to retirement or out of the business for the right candidate.

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