$210MM AUM | $2MM GDC in Wellesley, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Wellesley, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$210,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
900
Avg Client Age
65
Overview

100% fee-based RIA firm looking to grow our business by acquiring a practice or by finding a right-fit advisor to join our program. We focus on retirement planning and have been utilizing our retirement planning strategy for over 20 years.

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