$480MM AUM in Harrisburg, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Harrisburg, NC, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$480,000,000.00
# of Accounts
500
Avg Client Age
62
Overview

I am currently a CFP(R) and portfolio manager for a large firm and am looking to branch out independently through buying a book of business. I have 15 years of experience in financial planning and portfolio management. I am most interested in buying a fee based book and working with the current owner for an easy transition. I am a firm believer in building portfolio's based on clients' risk tolerance and managing them through market ups and downs. I currently have discretionary money management for over $480 million. If you are looking to sell your practice or looking for a succession plan, please contact me.

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