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Financial Advisor   

$28MM AUM | $300,000 GDC in Newton, MA

Member Level
Basic
Last Activity
this week

Business Mix:

1% Comm
99% Fee

General

Location
Newton, MA, US
12 Month Gross Revenue
$300,000
Number of Accounts
200
Avg Client Age
55

Overview

Looking to grow practice through acquisitions and develop a succession plan. Currently, small, growing RIA practice focused on providing a high level of investment management and financial planning. Approximately $300k annual revenue, 70 clients. Also, primarily focused on healthcare professionals and firms, but are looking to expand to additional industries as an ERISA 3(38) manager to mid to large employer plans.

 
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