$50MM AUM | $600,000 GDC in Greenwich, CT

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer
Location
Greenwich, CT, US
Fee 0% Commission 100%
Gross Revenue
$600,000.00
# of Accounts
400
Avg Client Age
55
Overview

My practice focuses on Estate and Financial Planning in cooperation with clients' CPA, attorney, book-keepers, etc. to build comprehensive and effective solutions to protect the assets and legacy of the families we work with.
For asset management, we employ a risk based allocation methodology to best address the anomalies associated with the low interest rate environment.
I also have a corporate retirement plan consulting business.
I hope to find advisors seeking to retire from the business with a buy out that encourages and rewards success of both parties involved.

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