Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Mooresville, NC, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$145,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
200
Avg Client Age
65
Overview

We are a full service financial planning operation focused on the customer experience and delivering Ritz Carlton levels of service. We start with tax planning to build the financial plan. 95% of people we sit down with are voluntarily overpaying taxes annually because they don't understand the tax code. From here, we build investment strategies designed to meet clients' needs while taking into account their comfort with risk and volatility. We have a unique method for income distribution once a client is retired and drawing on their accounts. I am hoping to grow through mergers, acquisitions, or succession planning in addition to my organic growth which averages double digits every year.

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