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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Successor
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$39,000.00
# of Accounts
42
Avg Client Age
62
Overview

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.

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