$550MM AUM | $4.5MM GDC in Charlotte, NC

Market
Advisor/RIA
Member Level
Lite
Last Activity
within 2 months
General
Location
Charlotte, NC, US
Profile Type
Buyer | Join A Practice | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$550,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

We are an independently owned financial services firm who provides values-based family wealth management solutions to clients throughout the southeast region of the United States. We provide resources and transition opportunities for financial advisors looking to prepare for retirement or create succession plans. We offer flexible solutions for advisors to continue working and participating in our Advisory Board for as long as they choose. We provide impeccable client service, state of the art systems and a seasoned team of professionals who are dedicated to making a difference in their clients’ lives.

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