$75MM AUM | $1.8MM GDC in Charlotte, NC

Market
Advisor
Member Level
Lite
Last Activity
this month
General
Listing Type
Buyer
Location
Charlotte, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
270
Avg Client Age
55
Overview

We have a small boutique financial planning firm in Charlotte, NC. We are a plan first practice that invests based on our clients needs and focus our attention on generating income through various investment opportunities.

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