$40MM AUM | $455,000 GDC in Raleigh, NC

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this month
Profile Age
189 days old
General
Location
Raleigh, NC, US
Profile Type
Merge | Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$455,000.00
# of Accounts
400
Avg Client Age
50
Overview

We are multi leader business with a total of 75 years experience. We have multiple CFP's on our team. We are built for succession planning with staged age advisors at 10-12 year gaps between 4 advisors. We want to help an advisor looking to transition out who wants their clients to be served by comprehensive PLANNERS. Clients prefer our multi aged team so they never have to worry about finding a new advisor for the rest of their lives. Our comprehensive planning process makes us the general manager of their financial team.

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