Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Hingham, MA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$900,000.00
# of Accounts
300
Avg Client Age
52
Overview

Team of 2 advisors (one male, one female, both in late 30's) on the South Shore of MA offering comprehensive wealth management. We have best in the business operations support and are looking to grow through acquisition or to be the successors for an advisor who would like to join our team for a few years then sunset out. Experience and highly successful track record of transitioning practices (through manager experience) with immediate financing and competitive offerings. Would love to have an initial conversation to see if it makes sense to meet in person. Please let us know if you'd like to learn more about the experience we can offer your clients and the legacy you've built.

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