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Financial Advisor   

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

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Business Mix:

40% Comm
60% Fee


Marblehead, MA, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


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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