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Financial Advisor   

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

Member Level
Basic
Last Activity
within 3 months

Business Mix:

0% Comm
100% Fee

General

Location
Winston Salem, NC, US
12 Month Gross Revenue
$75,000
Number of Accounts
50
Avg Client Age
60

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.

 
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