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

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Charlotte, NC, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# 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.

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