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Financial Advisor   

$2.2MM AUM | $34,000 GDC in Houston, TX

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this month

Business Mix:

30% Comm
70% Fee


Houston, TX, US
12 Month Gross Revenue
Number of Accounts
Avg Client Age


I have a diverse client base in terms of their professional background. The average age group of my clients are about 54 years old. The average account size is about $200000, with most of my client assets being held in a qualified accounts (55% qualified/45%non-qualified). The needs are not too complex at this point, however there is also potential to grow AUM within the existing relationships with at least another $2mm in outside assets elsewhere that I used to manage at my old firm. About 70 percent of my assets are in fee based products that generates a nice revenue stream for the size. Trying to sell my book and go back to a more structured less independent model.

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