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Financial Advisor   

$10MM AUM | $150,000 GDC in Quincy, MA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Quincy, MA, US
12 Month Gross Revenue
$150,000
Number of Accounts
36
Avg Client Age
60

Overview

I am in the process of registering a fee only RIA in Massachusetts. I would like to purchase a small (under 10 million) fee only practice. If the practice has commission business, I have a business partner that will assume that portion. Once my registration is completed, I will be using TD Ameritrade as my custodian. I anticipate the process will be completed by 12/1/2016. The information I am supplying represents my practice after 12/1/2016.

 
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