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

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Succession | Continuity
Location
Shrewsbury, MA, US
Fee 0% Commission 100%
Gross Revenue
$200,000
# 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.

Extended Profile Information

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