$92MM AUM | $820,000 GDC in Concord, NC

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Succession
Location
Concord, NC, US
Fee 0% Commission 100%
Gross Revenue
$820,000.00
# of Accounts
900
Avg Client Age
58
Overview

Mostly fee-based business with established processes and experienced team. In business since 1995. Focused on holistic financial planning, investment management and behavior management. Interested in growing and leading a team of like-minded client-focused individuals.

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