$23MM AUM | $142,000 GDC in Indian Trail, NC

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Indian Trail, NC, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$23,000,000.00
Gross Revenue
$142,000.00
# of Accounts
165
Avg Client Age
60
Overview

Solo practitioner looking to buy small practice within 50 miles of Charlotte, NC or perhaps just buy qualified retirement plans from advisors and planners so they can concentrate on their core business and leave the low fee, higher risk, complex world of plans to a Christian with strong ethics and clean record over 30 years. AIF, PPC.

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