$240MM AUM | $1.2MM GDC in Raleigh, NC

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Raleigh, NC, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
120
Avg Client Age
60
Overview

I am interested in acquiring or joining a practice to expand our fee only firm. We are a partnership of 5 professionals in a fee-only practice. We are planning focused and manage money in-house. One of our partners is also an estate planning attorney and one a tax planning specialist. We are all CFP(r)'s and are a family focused firm. Many of our clients are family!

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