Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Charlotte, NC, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
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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