Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
625 days old
General
Location
Norwell, MA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$145,000.00
# of Accounts
145
Avg Client Age
58
Overview

I seek to purchase a primarily fee-based business around $20MM AUM near the south shore of Mass.
My primary area of concentration is long term relationships with pre-retirees & retirees, working with them on their investment income, insurance and tax situation.
I have a small tax practice to supplement my client offering as well as estate planning.
I successfully transitioned a retiring adviser/tax advisers business and now manage his old book of business, so I have experience in this.

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