Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Knoxville, TN, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$860,000.00
# of Accounts
900
Avg Client Age
64
Overview

Financial planning drives everything we do. We usually spend 6-10 meetings in financial planning in onboarding new clients as they approach retirement. Our practice is moving toward fee-based money management (was 5% in 2010 and now 55%). We are interested in acquiring firms in our area (East TN).

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