$10MM AUM | $100,000 GDC in Franklin, TN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Franklin, TN, US
Fee 0% Commission 100%
Gross Revenue
$100,000
# of Accounts
60
Avg Client Age
55
Overview

I am rapidly growing the financial planning arm of an independent RIA firm in Franklin Tennessee. I am looking for three things, the opportunity to network with CPAs and insurance professionals, practice acquisition through succession planning and bringing advisors and their practices under our umbrella. Our firm's key strengths are complete independence and in-house portfolio management.

Extended Profile Information

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