$5MM AUM | $60,000 GDC in Cary, NC

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
207 days old
General
Listing Type
Buyer
Location
Cary, NC, US
Fee 0% Commission 100%
Gross Revenue
$60,000.00
# of Accounts
35
Avg Client Age
40
Overview

I am a younger wealth manager in a mature Wealth Management practice. I have over 13 years of experience working with high net worth clients. Fully Licensed and a CFP holder. Our practice is focused on comprehensive wealth management. I am interested in acquiring a practice. The practice as a whole manages $135mm and we are approximately 95% fee based.

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