$25,000 AUM | $250,000 GDC in Manchester, NH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
303 days old
General
Location
Manchester, NH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000.00
Gross Revenue
$250,000.00
# of Accounts
300
Avg Client Age
50
Overview

Our practice offers fee based financial planning that integrates business planning, personal planning, tax management and estate planning.
My goal is to identify firms that are interested in selling. I am growing my practice through acquisition. A firm that primarily provides asset management will likely be the best match for us, as many planning opportunities are likely to remain available. I would like a seller who is interested in coming on board as an associate until all clients relationships are assimilated by our firm. I expect that first year commissions will likely be offered as an attractive income stream to supplement regular buyout payments as the new clients are introduced to planning opportunities.

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