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Financial Advisor   

$60MM AUM | $500,000 GDC in San Antonio, TX

Member Level
Premier
Last Activity
within 2 months

Business Mix:

48% Comm
52% Fee

General

Location
San Antonio , TX, US
12 Month Gross Revenue
$500,000
Number of Accounts
464
Avg Client Age
60

Overview

I have a fee based retirement income business with a concentration on helping clients with the distribution of retirement income to supplement their lifestyle during retirement. I use annuities with guaranteed income streams in about 35% of my practice. I manage each portfolio with a custom management style and my clients come to me specifically to do this. My practice is heavily dependent on the strong relationships I develop with my clients. I would like to buy practices from individuals seeking to retire or exit the business.

 
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