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Financial Advisor   

$230MM AUM | $2MM GDC in Charlotte, NC

Member Level
Premier
Last Activity
today

Business Mix:

10% Comm
90% Fee

General

Location
Charlotte, NC, US
12 Month Gross Revenue
$2,000,000
Number of Accounts
780
Avg Client Age
62

Overview

IFS is a fast growing hybrid RIA that specializes in retirement planning in Charlotte, NC. We manage $230MM of client assets and generate $2.0MM of annual revenue.

We are interested in discussing potential mergers or acquisitions with either sole practitioners or similar firms such as ours. Our business model and platform are extremely efficient allowing for low overhead and industry high payouts. We would welcome a conversation with you to discuss how we may enhance your experience in the industry or prove a winning solution for your succession planning.

 

Has Office Space to Share in Charlotte, NC

We have 2 offices available. They have a full window wall. They are approximately 12x15 ft.

You must sign up or to discuss details.

 
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