$55MM AUM | $450,000 GDC in Newington, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Newington, NH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$450,000.00
# of Accounts
800
Avg Client Age
63
Overview

A majority of my clients and the target for my practice are between the ages of 50 to 75. If they are nearing retirement I manage assets to prepare for the distribution phase. This includes the accumulation target goals. If they are retired, the focus is on income distribution with downside protection. I also use advanced tools to manage all facets of the clients financial situation.

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