$1B AUM | $10MM GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
447 days old
General
Location
Charlotte, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$1,000,000,000.00
Gross Revenue
$10,000,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

Our goal is to grow our firm in the direction of a Fee Based model that is complimented on an as needed bases with commission based products. This also includes our personal CFO program that gives the clients top tier concierge services. We are a Holistic firm that offers family office services with an do not charge for financial plans.

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