$20MM AUM | $140,000 GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
446 days old
General
Location
Charlotte, NC, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$140,000.00
# of Accounts
67
Avg Client Age
53
Overview

Looking for a younger advisor to eventually take over business. That advisor must bring assets with them (no start ups). Mergers would be considered, in which case I am looking for a firm using TradePMR or SSG as custodian and have Redtail for CRM. Preference for a merger that would allow me to gradually decrease my day-to-day responsibilities.

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