Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Boston, MA, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$70,000.00
Gross Revenue
$550,000.00
# of Accounts
500
Avg Client Age
50
Overview

I am looking to acquire a practice to supplement my existing book of business that is located in the greater Boston area. I do comprehensive financial planning by addressing client's short, mid, and long term goals and help them reach them through wealth management, insurance, and estate planning strategies.

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