$25MM AUM | $250,000 GDC in Norwell, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Location
Norwell, MA, US
Listing Type
Seller | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$250,000.00
# of Accounts
160
Avg Client Age
60
Overview

Work with medical and faculty professionals and widows. The ideal successor/colleague is someone in their 30's to 40's who has worked with medical and university professionals in the past. I have multi generational relationships that can profit from a younger advisor and who then can transition into ownership.

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