Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
447 days old
General
Location
Glastonbury, CT, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

I am currently a partner at a firm that is focused on fee-based planning and wealth management. We have a model management system that we use as a starting point and customize to our clients goals and objectives. We have a CFA on staff who runs our investment portfolios and helps our advisor team with investment recommendations. We also have 3 CFPs on staff who help with planning.

I am hoping to find firms that would be a good fit to purchase or merge with that share a similar philosophy and values. We are based in New England, but are also hoping to establish satellite offices in California and along the East Coast.

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