Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
454 days old
General
Location
Yarmouth, ME, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
300
Avg Client Age
60
Overview

We are solely looking to provide a succession plan for advisers looking for a transition . .We work with a select group of families and operate as a hybrid registered investment adviser for the majority of families and organizations that we serve. We do have a broker dealer component to our practice and those assets will remain on that chassis for the foreseeable future. We also do fee based planning, 401k and qualified retirement plan management, and are looking to acquire and assist advisers looking for an exit strategy over time for their practice. Over 20 years of experience in the marketplace and we serve clients and families throughout the country.

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