$10MM AUM | $150,000 GDC in Quincy, MA
Member is Interested In:
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.