Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Manchester, NH, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$1,050,000.00
# of Accounts
600
Avg Client Age
60
Overview

Educated and experienced fee-based holistic advisor with loyal clientele desires to expand impact by grafting into another successful practice seeking a trustworthy and competent successor to continue a high level of service to their $1 to 10 million client base.

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