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Financial Advisor   

$55MM AUM | $500,000 GDC in Bluffton, SC

Member Level
Basic
Last Activity
within 2 months

Business Mix:

5% Comm
95% Fee

General

Location
Bluffton, SC, US
12 Month Gross Revenue
$500,000
Number of Accounts
300
Avg Client Age
45

Overview

RIA firm in Bluffton, SC with clients in many different states and overseas. Firm is currently a team of three; two partners, and one relatively new adviser. We are currently testing the waters for any available acquisition opportunities. Our newest adviser would potentially lead the client relationships, with the merger being funded by the firm. He will have the CFP certification by June 2018.

 
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