RIA For Sale
This is a rare opportunity to acquire a fee-only RIA in Massachusetts with only 16 extremely loyal households (average tenure of 20 years) and over $26 million in AUM. This book of business has high multi-generational relationships and very low overhead.
The owner is looking to slow down but will be retaining the largest client – a 401(k)/profit sharing plan and will remain the trustee on several outside assets (neither of which are part of this prospectus). A perfect successor offers a “family office” service model.