$20MM AUM | $200,000 GDC in Winchester, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Winchester, MA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
70
Avg Client Age
45
Overview

I have been in the industry for 15 years and I started my own practice in August 2014. Currently, I'm 39 years old and my AUM is approx. $20M. 99% of my business is in fee-based accounts. I'm looking for some one who is like-minded and philosophically on the same page to work with me to either become a successor or to purchase an existing practice.

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