Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Atlanta, GA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$325,000.00
# of Accounts
150
Avg Client Age
57
Overview

I own a primarily fee based practice in the independent channel. I gather approximately 5+ million a year, 85% or so in managed products. I hope to find an advisor looking to retire in the next few years that is actively looking for a buyer with similar beliefs. CFP® is preferred with a book of business tilted towards equities(stock, mutual funds, index and etfs).

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