PRACTICE INFORMATION

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This fee-only RIA practice located in the Greater Boston area is focused on providing bespoke financial planning and asset management to its 39 households. 2021 revenue for this practice totaled $129,412, with approximately 55% from managing $10,000,000 in assets, 32% from financial planning, 13% from consulting. 

The ideal buyer for this practice would be a fee-only RIA with a strong planning emphasis and a desire to connect with their client base. The seller would enjoy the opportunity to continue working with an acquiring firm in a part time capacity post transaction. 

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