$20MM AUM | $205,000 GDC in Danvers, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Danvers, MA, US
Listing Type
Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$205,000.00
# of Accounts
250
Avg Client Age
55
Overview

My business is primarily focused on income planning as client approach retirement age or enter in retirement. This is done through analysis of income gaps that exist. Younger clients are focused on accumulation planning utilizing tax strategies and downside protection of their investments.

I am hoping to use this site as a way to plan for my own retirement either by joining or merging with another practice. I plan on working for about another 10 years. The majority of my clients are located in the metro west area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...