Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 3 months
Profile Age
89 days old
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
750
Avg Client Age
58
Overview

Our firm can assist advisors with their continuity plan so they can successfully transition out of the industry. We are prepared to help advisors create a more dynamic practice in order to increase the value of their business. We are a high service, high touch asset management and financial planning firm; we are a community of like-minded, independent business owner advisors who have come together to serve our clients under one brand. This supportive, dynamic environment and shared operational support allow our advisors to focus on serving their clients’ needs. Together we help clients build Better Wealth as we satisfy the ambitions of our advisors. Our culture is one of collaboration and open dialogue, with an emphasis on establishing meaningful, lasting relationships.

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