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

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
Listing Age
119 days old
General
Listing Type
Buyer | Merge
Location
Portsmouth, NH, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000
# of Accounts
100
Avg Client Age
50
Overview

We are a rapidly growing investment advisory firm with two locations. Our business has more than doubled in the past 36 months and we continue to grow in excess of 25% annually. We are currently looking for one or two advisers for our Portsmouth office that will be willing to cover existing relationships and convert warm referrals from our retirement plan business into asset management clients as well as provide employee education. Our marketing program consistently uncovers new opportunities to deliver superior service to our community. Our low fee independent fiduciary model continues to convert these opportunities into new business relationships.

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