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Financial Advisor

$20MM AUM | $200,000 GDC in Kernersville, NC

Member Level
Basic
Last Activity
within 3 months

Business Mix:

30% Comm
70% Fee

General

Location
Kernersville, NC, US
12 Month Gross Revenue
$200,000
Number of Accounts
50
Avg Client Age
55

Overview

I have a full service boutique style wealth management firm that bases all client relationships on holistic financial planning at the core and develops investment strategies around this planning core. I am working to create a family office style firm for the under 10MM clientele. I am looking to grow the client base with potential partners or acquisitions that have a similar philosophy or are looking to exit the business.

 
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