$80MM AUM | $770,000 GDC in Jonesboro, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
325 days old
General
Compatibility
Location
Jonesboro, GA, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
Gross Revenue
$770,000.00
# of Accounts
400
Avg Client Age
60
Overview

I am a sole-practitioner CFP with 26 years experience and all FINRA licenses. My practice is an $80m AUM hybrid IAR utilizing a multi-custodial, fee-based advisory platform with LPL as B/D and primary asset custodian. I provide financial planning and discretionary, goal-oriented asset management within an asset-based pricing model. I currently have two non-registered staff. I am not interested in merging with a large firm, but I am interested in offering salary and benefits for new/young planners to get started in the business as we grow into a multi-financial planner practice/partnership with a succession/continuity plan.

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