Overview

Advisor Listing - $280MM+ AUM Seller/Merge Opportunity in Annapolis, MD. We are a 100% Fee Only Firm looking to merge with another Fee Only firm in the U.S.

We custody our assets through Schwab. We actively manage portfolios of stocks, bonds, and sector ETFs. We do not use mutual funds and will not consider the use of DFA Funds. We specialize in ESG/Charitable Planning. Our trading platform is Orion and our CRM is Salesforce.

[If you are not a 100% Fee Only firm, please do not inquire.]

Last Activity
this week
Listing Age
2,017 days old

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