$130MM AUM | $1.3MM GDC in Waltham, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Waltham, MA, US
Fee 0% Commission 100%
Gross Revenue
$1,329,000.00
# of Accounts
1,100
Avg Client Age
65
Overview

I have a practice that been growing for 28years now with two full time and one part time employees. I work within a large independant group that consist of 100 advisers and 100 licensed CPA's. I work closely with several CPA's and P & C firm doing full comprhensive financial planning for their clients. I'm looking to grow and expand my book with a focus on fee's under management. My concentration is retirement, estate and business planning, Insurance, and asset management. Most of my clients that I deal with are business owners, income between 150k- 800k, net worth of 1.5m -15m, and are looking to reduce taxes and to protect what they have built. My location is mainly in suburban Boston, Cape Cod Falmouth area, and Boca, Ft. Lauderdale Florida.

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