$110MM AUM | $1.1MM GDC in Bangor, ME
Member is Interested In:
RIA only with no Broker/Dealer affiliation, 80% individual investments (Equities and ETF's) 10% financial planning and 10% retirement planning. 100% Discretionary. The advisor also has an insurance agency they would consider selling and a CPA firm.
Prefer a CFP to take over the RIA. The asking price is $3.5 million for the RIA.