Join or Login for Access

SL advisors Listing
Financial Advisor   

$65MM AUM | $678,000 GDC in Marietta, GA

Member Level
Basic
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Marietta, GA, US
12 Month Gross Revenue
$678,000
Number of Accounts
460
Avg Client Age
58

Overview

Wiser Wealth Management is a fiduciary fee-only wealth management firm offering portfolio management, tax planning preparation and business and estate legal services. The firms AUM has been growing over 20% annually since 2012. We manage assets passively using all index funds, keeping portfolio costs at 0.15% annually or less. We custody client assets at TD Ameritrade. The principal and office staff are all under 40. The firm is looking to grow organically, but will consider adding advisors in Marietta or creating satellite offices. We will also consider being a succession plan for advisors looking to exit the business over the next 10 years.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging