Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Charlotte, NC, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$80,000.00
# of Accounts
35
Avg Client Age
55
Overview

Primarily fee-based discretionary asset management with a planning focus as the foundation for asset allocation recommendations.

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