$6.5MM AUM | $75,000 GDC in Winston Salem, NC

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Successor
Location
Winston Salem, NC, US
Fee 0% Commission 100%
$75,000
Gross Revenue
50
# of Accounts
60
Avg Client Age
Overview

100% fee based practice in Winston Salem, NC. Mostly stock and ETF based, using Charles Schwab as custodian. Very long term client base. Interested in acquiring a similar book of business. Open to negotiating buyout terms.

Extended Profile Information

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