$200MM AUM / $1.5MM Gross Revenue / My business is very much focused on financial planning. I primarily invest my clients capital into Mutual Funds. I also utilize a small portion of ETFs and much smaller portion of Long Term Care and Life Insurance. I manage approximately 155 households and 98% of my revenue generated is fee based.
I plan to retire within the next 2-3 years. However, I do prefer to stay on board for approximately 6-12 months in order to service the accounts during the transition.
Ideal candidates would be a firm focused individual teared toward financial planning and established as well as maintaining long standing relationships, located with 25 miles of my current location.