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
6 months or more

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