$5.5MM AUM | $69,000 GDC in Burlington, MA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Burlington, MA, US
Fee 0% Commission 100%
Gross Revenue
$69,000.00
# of Accounts
36
Avg Client Age
55
Overview

Lakeside Financial Planning is a Fee-Only financial planning practice with locations in Burlington, MA and Windham, NH. The firm works primarily with pre and early retirees and operates under a retainer based model. In addition to organic growth, Lakeside would like to accelerate its growth by purchasing an established firm.

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