$15MM AUM | $100,000 GDC in Boston, MA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Boston, MA, US
Fee 0% Commission 100%
$100,000
Gross Revenue
150
# of Accounts
45
Avg Client Age
Overview

I run a financial planning practice that is looking to expand mostly by reaching succession agreement with a adviser considering retirement in the near future.

Extended Profile Information

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