$135MM AUM | $1MM GDC in Concord, MA

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Concord, MA, US
Fee 0% Commission 100%
$1,000,000
Gross Revenue
483
# of Accounts
55
Avg Client Age
Overview

We are looking to grow our practice through acquisition or tuck-ins - also open to individual advisors who are looking to join a firm. We are fee-only and have a strong emphasis on comprehensive financial planning, life planning and coaching.

Extended Profile Information

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