$85MM AUM | $950,000 GDC in Boston, MA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Boston, MA, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$950,000.00
# of Accounts
170
Avg Client Age
65
Overview

$80MM AUM, $850K Gross Revenue. My business is comprised primarily of managed funds, a small amount of annuities/401K plans, and life insurance. On the insurance side, I've worked with high networth and ultra high networth clients, successful business owners.

I would ideally like to bring on intelligent, hard-working, high-energy, younger advisors (with small books of business) that I could mentor, that would eventually succeed me in the future, perhaps 5-10 years out. These individuals should bring in the energy it takes to grow the business and work with our team. I would also entertain a merge with a much larger firm in where I would stay on in client acquisitions.

The individuals/firm would need to be in the greater Boston area. or have an existing presence in the area. This is non-negotiable.

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