$21MM AUM | $175,000 GDC in Danvers, MA

Market
Advisor
Member Level
Basic
Last Activity
this month
Listing Age
344 days old
General
Location
Danvers, MA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
150
Avg Client Age
55
Overview

I am a CFP and have been in the business for 20yrs. For most of it I worked for big companies in the WM division until I decided to break away from corporate America and start an independent business from scratch. (Because of non compete I did not bring one client with me). In 5 yrs I have 25M AUM. Would be great to find a seller who has a compatible client base who has an appreciation for their clients and financial planning.

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