$222MM AUM | $1.6MM GDC in Gaithersburg, MD

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
495 days old
General
Location
Gaithersburg, MD, US
Listing Type
Find Successor | Continuity
Fee 0% Commission 100%
AUM
$222,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
750
Avg Client Age
65
Overview

We are a Wealth Advisory firm integrating investment management, financial/retirement planning, tax planning and preparation, estate planning and risk management all under one fee structure (percentage of AUM). The staff works closely as a team to deliver personal service to a wonderful and very loyal client base.

Looking for a CPA who is or wants to be an adviser that I can mentor to eventually become a partner and successor. I plan to work for 10-20 years but decrease my time and effort as the successor takes over more of my duties. We include under our fee structure tax planning and preparation, so a CPA or EA with strong individual tax knowledge/experience is ideal.

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