Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Concord, MA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$224,402.00
# of Accounts
50
Avg Client Age
51
Overview

I would like to meet other like minded firms i.e. fee-only, DFA to discuss sharing over head and to investigate their firm as a succession planning back up option.

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