Market
RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
111 days old
General
Location
Greensboro, NC, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
AUM
$5,000,000.00
Gross Revenue
$60,000.00
# of Accounts
60
Avg Client Age
42
Overview

Solo fee-only RIA looking for strategic opportunities to grow the firm. I would be interested in buying a practice or partnering/merging with a firm that shared complimentary philosophies and skill sets.

I manage discretionary investments, but am primarily focused on comprehensive financial planning. I developed a somewhat unique fee structure that more accurately expresses the value of financial planning and more objectively reflects complexity and affordability of a client's financial circumstances. I aim to have a high touch, high quality service model with all clients and have recently added tax preparation (I outsource to a CPA firm) as part of my comprehensive services. I started my firm to help people I enjoy working with and to develop a high standard of care within the financial advice industry.

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