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Financial Advisor   

$104MM AUM | $1.2MM GDC in New York, NY

Member Level
Basic
Last Activity
6 months or more

Business Mix:

16% Comm
84% Fee

General

Location
New York, NY, US
12 Month Gross Revenue
$1,170,000
Number of Accounts
200
Avg Client Age
56

Overview

With the backing of UBS and a strong practice and staff of my own, I can transition advisors to the firm and completely out of active practice for a sum of 300 to 600% of trailing twelve revenue, structured as a forgivable loan so that the acquiree may avoid taxes on those buyout proceeds.

 
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