$15MM AUM | $100,000 GDC in
100% fee-based, single-advisor RIA based in Marblehead, MA serving individuals with $100,000 to $5,000,000 of investable assets. I have just over $14 million in assets under management generating roughly $106,000 in recurring revenue. I would like to retain ownership of my book but manage it on the platform of a larger advisor with the goals of sharing knowledge/expertise with other advisors, creating continuity for my clients in the event I become unable to work (either temporarily or permanently), and eliminating redundant expenses. I have a strong preference for continuing to use eMoney and Riskalyze; for other functions I am not tied to any particular provider.