$77MM AUM | $757,000 GDC in Marietta, GA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Marietta, GA, US
Fee 0% Commission 100%
$757,000
Gross Revenue
500
# of Accounts
58
Avg Client Age
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

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