$150MM AUM | $1.4MM GDC in Boston, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
559 days old
General
Location
Boston, MA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
350
Avg Client Age
65
Overview

We are a planning focused advisory firm. We charge fees for initial comprehensive financial plans and we do annual planning updates for all advisory clients. Our team has 5 members. We primarily use institutional managers and strategist to implement our investment plans. We are affiliated with a national independent broker-dealer and our office is located in downtown Boston, MA.

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