Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Profile Age
577 days old
General
Location
Nashville, TN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
100
Avg Client Age
50
Overview

We are a boutique wealth management firm, primarily fee based working with over $250k clients--but we also have the ability to charge a flat fee for financial planning. Two young partners, very technology driven and looking to scale our business through merger or acquisition.

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