Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Groton, MA, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$56,000,000.00
Gross Revenue
$960,800.00
# of Accounts
280
Avg Client Age
52
Overview

Network with other small "fee only" RIA's on shared business support, expansion, and combination opportunities. Our business is ~50% AUM and ~50% hourly fee with a focus on increasing AUM.

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