PRACTICE INFORMATION

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This Maryland-based RR practice offers strategy-based portfolio management and personalized financial planning to 48 client households. Current annual revenue for this practice is $308,320, of which $216,800 is recurring fee income from over $20 million in assets. The practice also generates $84,025 from stocks, bonds, mutual funds, securities-based revenue, and $1,190 from insurance products.

The owner seeks a merger or Sell and Stay® partner, as the principal of the practice prefers to stay on post-sale. The ideal partner would be a mid-sized firm in the New England area that is technologically savvy.

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