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Financial Advisor   

$50MM AUM | $600,000 GDC in Kittery, ME

Member Level
Basic
Last Activity
6 months or more

Business Mix:

10% Comm
90% Fee

General

Location
Kittery, ME, US
12 Month Gross Revenue
$600,000
Number of Accounts
220
Avg Client Age
50

Overview

To learn about opportunities to merger my practice in with another practice or acquire another practice - my business is a independent wealth management practice with 90% fee based revenue with $50MM AUM and $600k in annual revenue with roughly 50 households. The practices core competencies are financial planning, investment management, lending, cash management, and retirement plans.

 

Looking for Office Space in Kittery, ME

I'd be willing to look at office space in markets that make sense

Contact to discuss details
 
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