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Financial Advisor   

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

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Business Mix:

10% Comm
90% Fee


Charlotte, NC, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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 in the South Park area (Charlotte, NC) . They both have a full window wall view of South Park and are furnished. They are approximately 12x15 ft. There is free parking in the parking structure behind our building.

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