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$200MM AUM | $2MM GDC in Wellesley, MA

buyer | merge

$2,000,000.00 Rev/Year
90% Fee
10% Commission
David Allen has been a financial advisor since 1993 and formed Balance Wealth Advisors in 2014. We were with Ameriprise for 23+ years and now (since 2016) are part of a hybrid RIA with LPL/Stratos Wealth Partners. We have purchased/merged 5+ advisors into our practice since 2000. We have a team of advisors who serve the common base of clients as well as advisors who keep their own books of business. Each advisor adding their specialty to the mix in order to offer more complete services and continuity of customer service. We are looking to continue our growth by both adding new advisors who are looking to grow as well as help retiring advisors find a solid team for their clients to trust as they transition from the business.

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