Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$77,000,000.00
Gross Revenue
$410,000.00
# of Accounts
150
Avg Client Age
56
Overview

Very efficient and profitable practice that favors passive strategies using DFA/Vanguard funds.

Single proprietor (CPA/PFS, CFP®, AIFA®) providing comprehensive and personal investment advisory and wealth management to approximately 50 households. Also provide fiduciary retirement advisory to several plan sponsors.

Looking at merge opportunities with firms that favor comprehensive wealth management services and mostly passive portfolios. Open to alternative and active strategies. Also open to creating larger local team to then merge with Top 50 firm who is looking to establish Charlotte presence.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...