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Financial Advisor   

$27MM AUM | $300,000 GDC in Marblehead, MA

Member Level
Premier
Last Activity
today

Business Mix:

40% Comm
60% Fee

General

Location
Marblehead, MA, US
12 Month Gross Revenue
$300,000
Number of Accounts
40
Avg Client Age
50

Overview

TQM is an RIA who in the first year of its founding brought in $25MM of AUM. TQM does comprehensive goals-based planning that helps clients identify the their life and legacy goals and covers investments, insurance, estate planning, tax structuring. Our clients are serial entrepreneurs, highly compensated executives, and professional individuals, such as doctors, attorney's etc. Under this model, TQM also offers family-office services. I am looking for advisors who have a book of business of clients with an average net worth of $15MM and above, and are interested in offering them a plan that protects their financial-independence, while offering family office services.

 

Has Office Space to Share in Marblehead, MA

Office space is in Marblehead, MA but people can work remotely.

Contact to discuss details
 
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