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Financial Advisor   

$110MM AUM | $1.1MM GDC in Bangor, ME

Member Level
Lite
Last Activity
2 weeks

Business Mix:

0% Comm
100% Fee

General

Location
Bangor, ME, US
12 Month Gross Revenue
$1,100,000
Number of Accounts
1,000
Avg Client Age
60

Overview

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.

 
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