$25MM AUM | $100,000 GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Boston, MA, US
Fee 0% Commission 100%
Gross Revenue
$100,000.00
# of Accounts
80
Avg Client Age
55
Overview

I run a complete family office RIA practice. We specialize in managing clients ranging from 1 million to 25 million in assets. In my practice we have CPA relationships and Legal teams that work closely with our business to give our clients a team approach. We focus on financial Planning as the forefront of every decision. My practice is a 100% fee based fiduciary business that focuses on what is right for the client. As an independent I dont have any sales goals, quotas, or any products that I have to sell, so if I am recommending an investment it is because its in my clients best interest. Being a Family office model meand we take all the clients legal, estate and tax considerations in mind during all of our decisions.

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