$20MM AUM | $230,000 GDC in South Hadley, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
South Hadley, MA, US
Fee 0% Commission 100%
Gross Revenue
$230,000
# of Accounts
290
Avg Client Age
45
Overview

I have been in the financial services industry since 2000. I am three years into a transition from working for a large insurance company to being an independent advisor. My business is quickly transitioning from a commissioned based business to an advisory based business. My current mix is about 50/50. I am searching for firms looking to transition out of their practice who want to make sure their clients are in the hands of a trustworthy, clients come first, advisor. I have 20 plus years until I am thinking of making the change from buyer to seller so any firm that considers me as their successor can be certain their clients will have the same advisor for many years.

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