$120MM AUM | $980,000 GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Find Successor
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$980,000.00
# of Accounts
350
Avg Client Age
55
Overview

We are a boutique financial planning firm looking for candidates as a successor'(s) to our practice. We don't plan on leaving our B/D but someone with a smaller book to join us and take over our clients after 5 years.

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