Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Raleigh, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,800,000.00
# of Accounts
300
Avg Client Age
50
Overview

We are a fee based financial planning firm looking to grow throughout the United States. We utilize a Financial Planning approach to work with clients. Beyond the fee based Financial Planning approach we have robust investment management services to help any client big or small. We are looking to work with Advisors who want to sell their business or are interested in becoming part of our team. We will help you establish a fee based approach to prospects and clients.

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