$16MM AUM | $119,000 GDC in Sarsota, FL

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Sarsota, FL, US
Fee 0% Commission 100%
Gross Revenue
$119,000
# of Accounts
52
Avg Client Age
70
Overview

Primarily fee-based retirement accounts, i.e., 401K to IRA rollovers, trust accounts, & annuities for boomer clients. Looking for opportunity to acquire similar book of business. Long-term strategies to optimize income putilized to manage risk and protect assets

Extended Profile Information

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