Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Manchester, NH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$225,000.00
# of Accounts
200
Avg Client Age
60
Overview

We have a hybrid fee/commission & insurance practice located in Manchester, NH. We have 2 advisors, a registered non-licensed assistant and a fixed insurance producer. We have a B/D relationship and serve as IARs with Cambridge. We are open to looking at new/different RIA relationships, with the understanding that we are not leaving our B/D or becoming fee only. We utilize a lot of individual securities (especially in the income space) and utilize mutual funds and annuities only when we must. (403(b), SIMPLE IRAs, and Medicaid planning. We build all of our own portfolios and rarely use any 3rd party managers.

We are absolutely interested in working with advisors who are transitioning out of the industry, adding new advisors and/or adding new insurance producers.

Thank you for reading this long. I hope to hear from you soon.

Eric

We are also planning to expand our footprint with an additional office in or around Palm Beach, Florida. To that end, meeting new producers/potential partners in the Palm Beach area is a current priority.

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