$10MM AUM | $80,000 GDC in Marblehead, MA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
147 days old
General
Compatibility
Location
Marblehead, MA, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
25
Avg Client Age
55
Overview

100% fee-based RIA based on Marblehead, MA serving individuals with $100,000 to $3,000,000 of investable assets. Use eMoney for financial planning and Riskalyze for risk assessment. $10MM AUM; $80k revenue.

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