$62MM AUM | $800,000 GDC in Asheville, NC

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Overview: Advisor seeks to merge with an ideal candidate for a few years to transition clients before completely selling book of business. Advisor seeks a offer from a candidate who can pay a lump sum initially and pay the additional sum in subsequent 2-3 years. Advisor seeks to merge with a candidate in the next 1-5 years. Would love to talk with other female business owners.

Ideal candidate must have 1) a Dorsey Wright or a similar system of tactical money management; 2) custody with Fidelity; and 3) experience in discretionary account management. Ideal candidate has at least 15 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.

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