$50MM AUM | $300,000 GDC in Milledgeville, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Milledgeville, GA, US
Listing Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
500
Avg Client Age
50
Overview

We are a full service financial planning and investment firm that is seeking to expand our practice in the middle Georgia area. Information below is reflective of both me and my partner/co owner Stan Charping. Our desire is to expand our practice and take on junior partners as needed. We are committed to providing the highest level of service and communication to our clients. We have been in the business for around 14 years each and have been independent since 2009. We each hold advanced planning designations.

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