$6MM AUM | $39,000 GDC in Raleigh, NC

Member Level
Last Activity
6 months or more
Listing Type
Buyer | Merge | Successor
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
# of Accounts
Avg Client Age

Small but growing wealth management practice focused on retirement income strategies for those age 50 and over. The other focus of my practice is small business owners looking to leverage their unique position to build wealth. Mostly fee based but I do have a few flat fee clients. Commissions only apply in situations where I am unable to find better arrangements for my client.

Has Office Space to Share in Raleigh, NC

I work in an office with two room totaling about 400 sq ft of office space. The main room has a small kitchenette, two couches, filing cabinet. flat screen tv for presentations. This room could be reconfigured to accommodate another desk. The second room is my personal office. This room could be reconfigured as well to hold meetings but currently does not. The rent is half of what most office spaces nearby charge because it is located in an older historic building in downtown Raleigh on Glenwood South.

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