$200 AUM | $2MM GDC in Asheville, NC

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Asheville, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
1,800
Avg Client Age
68
Overview

We are a hybrid RIA firm partnering with advisors for mutual success through merger opportunities and continuity. We are a low cost firm with weighted average portfolio expenses of .25% and full service support for advisors. We have completed 7 acquisitions and we know how to simplify life for our partner advisors.

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