$60MM AUM | $300,000 GDC in Palm Beach Gardens, FL

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Palm Beach Gardens, FL, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
80
Avg Client Age
72
Overview

I've got about $60mm in assets, of which only $13mm is in managed accounts. I'm open to acquiring the right practice, with the ultimate goal of increasing my amount of advisory revenue. Our target market is between the ages of 45-65, with assets b/w $500k-$5mm. We assist clients with the creation of a financial plan which helps determine specific family needs. This serves as the foundation of the advice. I have 22 years of experience with expertise in fixed income and growth areas of the market. I also have my life/health and variable annuity license.

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