$300MM AUM | $1.8MM GDC in Hybrid, NH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer
Location
Hybrid, NH, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
150
Avg Client Age
50
Overview

We are a successful and rapidly growing independent firm seeking an adviser in our Southern New Hampshire office to cover existing clients and provide employee education to our rapidly expanding list of retirement plans. Our office is conveniently located in downtown Portsmouth but the clients we are adding are located throughout the state, Southern Maine and Northern MA. Our low fee fiduciary process allows us to add at least two new corporate clients a month and provides our advisers with an exceptional lead flow.

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