$30MM AUM | $350,000 GDC in St. Simons, GA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
222 days old
General
Location
St. Simons, GA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$350,000.00
# of Accounts
85
Avg Client Age
60
Overview

Full service practice looking to grow by acquisition. Have a successor coming onboard once this is accomplished, to work into eventual practice ownership over the next ten years. Practice is dedicated to customized portfolios for our clients, who tend to be very loyal. We use a combination of stocks, bonds, funds, etfs and, where appropriate, annuities. We act as the financial concierge for each household working with us, often weighing in on decisions which come under the financial planning umbrella.

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