$50MM AUM | $400,000 GDC in Marblehead, MA

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Marblehead, MA, US
Fee 0% Commission 100%
$400,000
Gross Revenue
60
# of Accounts
50
Avg Client Age
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
 
Extended Profile Information

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