Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$820,000.00
# of Accounts
200
Avg Client Age
50
Overview

Independent fee only RIA, custody with Schwab. We currently have two employees, and looking to build out the firm, keeping culture in tact. We are looking to be a succession plan to other firms as our managing partner is 35, with 15 years of experience and an MBA in Finance. We currently manage over 100M on Schwab Advisor Services.

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