Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Raleigh, NC, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$60,000,000.00
Gross Revenue
$540,000.00
# of Accounts
175
Avg Client Age
58
Overview

Looking for someone that has a penchant to work with current clients and cultivating new relationships. We are seeking break away brokers or single investment advisers with an AUM between $10-$40M that are looking to leverage their talent. If you have between 15-20 years of advisory experience we want to talk to you as we are building the next generation right now. We provide answers to complex problems while implementing strategies that are custom tailored to the client's "what if" needs. The client base spans the four corners of the country as well as overseas. Our business has begun to move to the next level as we are expanding into other parts of the nation. We have expanded our robust value added solutions in order to charge premium prices while others suffer from the massive fee compression coming during the next ten years. Are you an individual as hungry as we are? Let us know. (Please do not respond if you are looking for us to join your Firm. We appreciate the opportunity, but we will pass. Thanks.)

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