$25MM AUM | $125,000 GDC in Plymouth, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Plymouth, MA, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$125,000.00
# of Accounts
150
Avg Client Age
65
Overview

I am set-up as a hybrid advisor to give my clients more flexibility; My preference is working on a flat fee basis. I would like to acquire or assist with a succession plan for a business that would benefit all parties; clients and both advisors.

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