$40MM AUM | $300,000 GDC in Angleton, TX

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Angleton, TX, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
350
Avg Client Age
65
Overview

I have been a financial advisor with the same core team since 2005. I primarily work with individuals age 50-75 years old to provide sustainable retirement solutions. I make an effort to work with and educate clients well before they are retired to help them tune their expectations and to gain a comfort level with me as a trusted advisor. I work closely with other advisors on our team to bring the best value possible for each client. I have an existing buy-out/succession arrangement with a senior advisor and manage about $40MM in assets in that arrangement. The business is about 1/3 fee based, 1/3 brokerage, 1/3 annuity (primarily variable, some indexed and fixed). I work diligently for my clients with enthusiasm and integrity, and am interested in considering other practices to acquire.

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