Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
308 days old
General
Location
Charlotte, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$140,000.00
# of Accounts
60
Avg Client Age
51
Overview

I'm a younger Advisor at 29 years old. I have grown my practice organically through networking and social media. I'm a fee only with a focus on financial planning. I hope to leverage the breadth and strength of my firm to acquire a Financial Planning practice in the next 1-5 years with the focus on servicing clients for the long-term. Being that I have 30+ years left in my career I'm confident that I'm a good fit for someone who is looking to set his/her clients up for a smooth retirement and avoid the drawbacks of handing their practice over to someone who's career is winding down.

Our team is looking for a partner who is willing to move onto our platform and assist in the transition over a 6-12 month period. We are offering an upfront cash payout that is a multiple of T-12 GDC and trails off the book once retired.

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