$40MM AUM | $418,000 GDC in Danvers, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Danvers, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$418,000.00
# of Accounts
250
Avg Client Age
62
Overview

I deal with retirees from large companies that need to have their 401k and pension buy outs managed for long term income. I try and work with my target group a few years prior to retirement and help them grow their assets and prepare for retirement. I also help them with estate planning issues. I also have a number of very high net worth clients who I manage for growth and income.
My goal for being on the site is to find a smaller, $10m to $20m practice, or piece of a practice to purchase to grow my business.

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