Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Waltham, MA, US
Profile Type
Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$4,200,000.00
Gross Revenue
$60,000.00
# of Accounts
29
Avg Client Age
62
Overview

Successful insurance practice focused on wealth accumulation, retirement planning, inter-generational tax planning and estate planning. A joint venture with an investment advisory firm primarily focused on asset management would be mutually beneficial.

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