Overview

We are at this point almost 100% fee with new clients. The rest is mainly legacy assets with the exception of some life and LTC policies. We have three advisors. The lead adviser is responsible for about 70% of the clients and revenue. We are looking for advisers who want to join our firm, transition to fees or simply get access to Commonwealth with production numbers too small to be looked at individually. Will work with advisers in a reasonable geographic range who want to maintain and primarily work out of their home offices.

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