$6MM AUM | $80,000 GDC in Rockland, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Rockland, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$80,000.00
# of Accounts
36
Avg Client Age
55
Overview

I launched a fee only state registered RIA at the end of 2016. I sold my insurance and brokerage investment part of my original practice. Today my primary focus is on financial planning, money coaching and asset management. I am looking to purchase a small fee-only practice that has asset management clients that also need financial planning assistance.

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