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Financial Advisor   

$24MM AUM | $200,000 GDC in Shrewsbury, MA

Member Level
Basic
Last Activity
this month

Business Mix:

3% Comm
97% Fee

General

Location
Shrewsbury, MA, US
12 Month Gross Revenue
$200,000
Number of Accounts
125
Avg Client Age
55

Overview

Fee based financial planning and asset management with customized portfolios targeted toward those goals. LTC insurance sold to protect assets. Some older commissionable accounts include variable annuities and variable life insurance. Looking to establish a continuation plan in the event of my disability, death, or retirement. Currently 50 years old with no immediate plans to retire or change broker/dealers. 10% expected annual AUM and revenue growth. Opportunity for introduction that would provide the right fit for my clients with consideration of possible merger or adjoinment as our working relationship develops.

 
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