Overview

My business is a sole proprietor, Charles Schwab franchise. I own the Nashua, NH Charles Schwab branch. I am in the market to acquire additional practices in my local area of southern NH. I have only owned this branch for four years, and am transitioning the practice to be increasingly financial plan driven and to have approximately 50% of the assets in Managed Accounts (fee-based). That said, Active Investors who are self-directing and trade frequently can be very economic clients with this model which is volume based. Fees are low, but the model uses back-office specialists and is highly scalable.

Last Activity
within 3 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...