$90MM AUM | $820,000 GDC in Asheville, NC

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Asheville, NC, US
Fee 0% Commission 100%
Gross Revenue
$820,000.00
# of Accounts
300
Avg Client Age
66
Overview

We are a mid-sized independent financial planning and investment management firm headed by a CFP practitioner with over 25 years experience . We are structured as a fee-only Registered Investment Adviser. We use best-in-class technology and have a solid business model including a robust compliance system. We are seeking further growth to create better economies of scale so that we may serve our clients even better. We are interested in connecting with other like-minded practitioners looking to sell or merge their practice, either to retire or achieve better economies of scale.

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