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Financial Advisor   

$93MM AUM | $1.3MM GDC in Portsmouth, NH

Member Level
Premier
Last Activity
this week

Business Mix:

2% Comm
98% Fee

General

Location
Portsmouth, NH, US
12 Month Gross Revenue
$1,300,000
Number of Accounts
550
Avg Client Age
62

Overview

We are a planning and investment management practice that is primarily a fee based model. We have 19 years experience in the industry and have grown steadily through the years. We are now looking to acquire a practice that is similar to ours.

 

Has Office Space to Share in Portsmouth, NH

We have six offices that are not currently used. All are very good size and are recently renovated.

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