Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Needham, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
1,600
Avg Client Age
55
Overview

We are a fee-based office of 7 people - 5 advisors and 2 licensed full-time and 1 part-time staff members. Together we hold the following designations: CFP (3), RICP (1), CLTC (1), CDFA (1), ChFC (1), and CRPC (1). We are all under the age of 45. We will be in this industry for the long term and are looking to grow through practice acquisitions and/or bringing in additional advisors as part of their succession plan. Most of our AUM are in managed accounts, with some in 3rd party money managers. We focus on financial planning and investment management, and charge fees for both services. We have experience with outright practice purchases, merging practices, and with succession planning.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...