PRACTICE FOR SALE:
$62MM AUM | $800,000  GDC in Asheville, NC

View this Listing: https://successionlink.com/advisors/23542/

Overview: Advisor seeks to merge with an ideal candidate for a few years to transition clients before completely selling book of business. Advisor seeks to merge with a candidate in the next 5 years.

Ideal candidate must have 1) a Dorsey Wright or a similar subscription services; 2) custody with Fidelity; and 3) experience with trading with discretion. Ideal candidate has at least 10 years experience and a Retirement Income Certified Professional (RCIP) designation is preferred, but not required. Ideal candidate has a currently established presence in the state of North Carolina.

$73MM AUM | $615,000 GDC In Portland, OR

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