Investor Relations
Recently joined RIA and based out of Charleston. The firm moved from San Diego so we are in a completely new market. Fresh out of college and working as an advisor and investor relations. Working on building a book of business. Our firm has a wrap fee program and an active investment strategy with a performance fee structure. Returns are very solid. Our ideal client is high net worth/accredited investor. Looking for ways to prospect to those people. All thoughts/insights are appreciated.
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